Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | 84 |
| 1 month | 0.009 | 0 | 40 |
| 3 months | 0.003 | 0 | 34 |
| 1 year | 0.041 | 0 | 77 |
| 3 years | 0.102 | 0 | 58 |
| 5 years | 0.064 | 0 | 68 |
| 10 years | 0.090 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.187 | — |
| 2022 | -0.264 | — |
| 2021 | 0.287 | — |
| 2020 | 0.218 | — |
| 2019 | 0.296 | — |
| 2018 | -0.128 | — |
| 2017 | 0.274 | — |
| 2016 | 0.066 | — |
| 2015 | -0.007 | — |
| 2014 | 0.010 | — |
| 2013 | 0.305 | — |
| 2012 | 0.202 | — |
| 2011 | -0.182 | — |
| 2010 | 0.074 | — |
| 2009 | 0.381 | — |
| 2008 | -0.445 | — |
| 2007 | 0.155 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | 0.097 | 0.022 | — |
| 2024 | 0.064 | -0.033 | 0.120 | -0.094 |
| 2023 | 0.075 | 0.022 | -0.061 | 0.151 |
| 2022 | -0.154 | -0.144 | -0.095 | 0.124 |
| 2021 | 0.069 | 0.084 | -0.002 | 0.113 |
| 2020 | -0.224 | 0.204 | 0.132 | 0.152 |
| 2019 | 0.145 | 0.040 | -0.016 | 0.106 |
| 2018 | -0.019 | -0.030 | 0.036 | -0.115 |
| 2017 | 0.077 | 0.080 | 0.048 | 0.045 |
| 2016 | 0.035 | 0.040 | 0.057 | -0.063 |
| 2015 | 0.010 | 0.025 | -0.095 | 0.059 |
| 2014 | 0.034 | 0.048 | -0.080 | 0.013 |
| 2013 | 0.081 | -0.005 | 0.116 | 0.087 |
| 2012 | 0.155 | -0.061 | 0.053 | 0.052 |
| 2011 | 0.022 | -0.015 | -0.201 | 0.017 |
| 2010 | 0.020 | -0.121 | 0.090 | 0.100 |
| 2009 | -0.114 | 0.235 | 0.158 | 0.090 |
| 2008 | -0.098 | 0.010 | -0.206 | -0.232 |
| 2007 | 0.035 | 0.094 | 0.021 | -0.001 |
| 2006 | 0.103 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.083 |
| 5 years | 0.053 |
| 10 years | 0.084 |
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