Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | 21 |
| 1 month | -0.014 | 0 | 4 |
| 3 months | -0.092 | 0 | 12 |
| 1 year | 0.054 | 0 | 56 |
| 3 years | 0.059 | 0 | 97 |
| 5 years | 0.097 | 0 | 75 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.183 | — |
| 2023 | 0.200 | — |
| 2022 | -0.227 | — |
| 2021 | 0.230 | — |
| 2020 | 0.132 | — |
| 2019 | 0.255 | — |
| 2018 | -0.091 | — |
| 2017 | 0.168 | — |
| 2016 | 0.080 | — |
| 2015 | -0.019 | — |
| 2014 | 0.102 | — |
| 2013 | 0.280 | — |
| 2012 | 0.119 | — |
| 2011 | -0.020 | — |
| 2010 | 0.097 | — |
| 2009 | 0.193 | — |
| 2008 | -0.411 | — |
| 2007 | 0.006 | — |
| 2006 | 0.115 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.091 | 0.030 | 0.043 | 0.009 |
| 2023 | 0.061 | 0.073 | -0.045 | 0.104 |
| 2022 | -0.056 | -0.174 | -0.064 | 0.059 |
| 2021 | 0.051 | 0.074 | -0.005 | 0.095 |
| 2020 | -0.206 | 0.192 | 0.078 | 0.109 |
| 2019 | 0.121 | 0.031 | 0.007 | 0.079 |
| 2018 | -0.022 | 0.021 | 0.065 | -0.146 |
| 2017 | 0.049 | 0.021 | 0.033 | 0.057 |
| 2016 | 0.001 | 0.017 | 0.029 | 0.031 |
| 2015 | 0.001 | -0.006 | -0.072 | 0.062 |
| 2014 | 0.009 | 0.044 | 0.005 | 0.041 |
| 2013 | 0.097 | 0.020 | 0.044 | 0.097 |
| 2012 | 0.116 | -0.037 | 0.054 | -0.012 |
| 2011 | 0.051 | -0.008 | -0.149 | 0.106 |
| 2010 | 0.042 | -0.128 | 0.098 | 0.098 |
| 2009 | -0.122 | 0.140 | 0.135 | 0.050 |
| 2008 | -0.107 | -0.034 | -0.089 | -0.250 |
| 2007 | -0.004 | 0.035 | 0.020 | -0.043 |
| 2006 | 0.031 | -0.028 | 0.046 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.059 |
| 5 years | 0.097 |
| 10 years | 0.071 |