Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 14 |
| 1 month | -0.011 | 0 | 79 |
| 3 months | -0.015 | 0 | 48 |
| 1 year | 0.079 | 0 | 10 |
| 3 years | 0.129 | 0 | 10 |
| 5 years | 0.136 | 0 | 28 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.207 | — |
| 2022 | -0.107 | — |
| 2021 | 0.225 | — |
| 2020 | -0.060 | — |
| 2019 | 0.261 | — |
| 2018 | -0.142 | — |
| 2017 | 0.075 | — |
| 2016 | 0.030 | — |
| 2015 | 0.063 | — |
| 2014 | 0.009 | — |
| 2013 | 0.202 | — |
| 2012 | 0.140 | — |
| 2011 | -0.129 | — |
| 2010 | -0.050 | — |
| 2009 | 0.215 | — |
| 2008 | -0.380 | — |
| 2007 | 0.084 | — |
| 2006 | 0.202 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.071 | — | — | — |
| 2024 | 0.121 | -0.014 | 0.023 | -0.014 |
| 2023 | 0.129 | 0.035 | -0.045 | 0.081 |
| 2022 | -0.096 | -0.096 | -0.035 | 0.132 |
| 2021 | 0.100 | 0.050 | -0.003 | 0.064 |
| 2020 | -0.261 | 0.165 | -0.009 | 0.102 |
| 2019 | 0.123 | 0.050 | 0.023 | 0.045 |
| 2018 | -0.045 | 0.027 | -0.001 | -0.125 |
| 2017 | 0.065 | -0.005 | 0.043 | -0.027 |
| 2016 | -0.077 | -0.035 | 0.053 | 0.098 |
| 2015 | 0.184 | -0.058 | -0.096 | 0.053 |
| 2014 | 0.013 | 0.027 | -0.003 | -0.028 |
| 2013 | 0.005 | 0.005 | 0.112 | 0.072 |
| 2012 | 0.060 | -0.054 | 0.075 | 0.058 |
| 2011 | 0.035 | -0.004 | -0.204 | 0.062 |
| 2010 | -0.017 | -0.099 | 0.058 | 0.013 |
| 2009 | -0.104 | 0.118 | 0.172 | 0.034 |
| 2008 | -0.165 | -0.048 | -0.077 | -0.155 |
| 2007 | 0.024 | 0.084 | -0.025 | 0.001 |
| 2006 | 0.102 | -0.054 | 0.086 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.129 |
| 5 years | 0.136 |
| 10 years | 0.049 |