Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 44 |
| 1 month | 0.012 | 0 | 35 |
| 3 months | -0.041 | 0 | 44 |
| 1 year | 0.133 | 0 | 9 |
| 3 years | 0.101 | 0 | 19 |
| 5 years | 0.130 | 0 | 24 |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.227 | — |
| 2022 | -0.190 | — |
| 2021 | 0.215 | — |
| 2020 | 0.136 | — |
| 2019 | 0.268 | — |
| 2018 | -0.125 | — |
| 2017 | 0.223 | — |
| 2016 | 0.021 | — |
| 2015 | -0.019 | — |
| 2014 | 0.042 | — |
| 2013 | 0.266 | — |
| 2012 | 0.131 | — |
| 2011 | -0.075 | — |
| 2010 | 0.084 | — |
| 2009 | 0.276 | — |
| 2008 | -0.432 | — |
| 2007 | 0.030 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.076 | 0.024 | 0.055 | 0.007 |
| 2023 | 0.079 | 0.061 | -0.027 | 0.102 |
| 2022 | -0.058 | -0.161 | -0.064 | 0.097 |
| 2021 | 0.053 | 0.065 | 0.000 | 0.083 |
| 2020 | -0.222 | 0.197 | 0.074 | 0.134 |
| 2019 | 0.120 | 0.027 | 0.017 | 0.084 |
| 2018 | -0.015 | 0.016 | 0.022 | -0.145 |
| 2017 | 0.058 | 0.047 | 0.049 | 0.052 |
| 2016 | -0.017 | -0.012 | 0.037 | 0.013 |
| 2015 | 0.011 | 0.010 | -0.091 | 0.057 |
| 2014 | 0.008 | 0.042 | -0.026 | 0.018 |
| 2013 | 0.082 | 0.008 | 0.074 | 0.080 |
| 2012 | 0.115 | -0.060 | 0.058 | 0.020 |
| 2011 | 0.041 | 0.001 | -0.161 | 0.058 |
| 2010 | 0.028 | -0.129 | 0.121 | 0.080 |
| 2009 | -0.127 | 0.199 | 0.170 | 0.042 |
| 2008 | -0.109 | -0.027 | -0.158 | -0.222 |
| 2007 | 0.021 | 0.059 | -0.001 | -0.047 |
| 2006 | -0.022 | 0.049 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.082 |
| 5 years | 0.119 |
| 10 years | 0.071 |