Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 62 |
| 1 month | 0.010 | 0 | 72 |
| 3 months | 0.050 | 0 | 69 |
| 1 year | 0.055 | 0 | 65 |
| 3 years | 0.101 | 0 | 76 |
| 5 years | 0.113 | 0 | 78 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.152 | — |
| 2022 | 0.031 | — |
| 2021 | 0.175 | — |
| 2020 | 0.110 | — |
| 2019 | 0.070 | — |
| 2018 | 0.017 | — |
| 2017 | 0.147 | — |
| 2016 | 0.055 | — |
| 2015 | -0.010 | — |
| 2014 | 0.284 | — |
| 2013 | 0.053 | — |
| 2012 | 0.201 | — |
| 2011 | -0.168 | — |
| 2010 | 0.197 | — |
| 2009 | 0.420 | — |
| 2008 | -0.224 | — |
| 2007 | 0.309 | — |
| 2006 | 0.357 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.054 | -0.015 | — |
| 2024 | 0.021 | 0.069 | 0.047 | -0.041 |
| 2023 | -0.010 | 0.068 | 0.023 | 0.065 |
| 2022 | -0.004 | -0.059 | 0.046 | 0.052 |
| 2021 | 0.037 | 0.046 | 0.070 | 0.012 |
| 2020 | -0.168 | 0.111 | 0.056 | 0.137 |
| 2019 | 0.021 | 0.028 | -0.010 | 0.029 |
| 2018 | -0.030 | 0.007 | 0.014 | 0.026 |
| 2017 | 0.071 | 0.014 | 0.006 | 0.049 |
| 2016 | -0.040 | 0.061 | 0.046 | -0.009 |
| 2015 | 0.013 | -0.001 | -0.016 | -0.007 |
| 2014 | 0.059 | 0.145 | 0.012 | 0.047 |
| 2013 | -0.027 | 0.019 | -0.022 | 0.086 |
| 2012 | 0.111 | -0.002 | 0.054 | 0.028 |
| 2011 | -0.042 | -0.019 | -0.075 | -0.043 |
| 2010 | 0.018 | 0.038 | 0.122 | 0.009 |
| 2009 | -0.003 | 0.225 | 0.118 | 0.041 |
| 2008 | -0.115 | -0.086 | 0.005 | -0.045 |
| 2007 | -0.038 | 0.106 | 0.108 | 0.111 |
| 2006 | 0.123 | -0.084 | 0.230 | 0.072 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.101 |
| 5 years | 0.113 |
| 10 years | 0.091 |
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