Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.153 | 0 | 51 |
| 1 month | -0.003 | 0 | 62 |
| 3 months | 0.011 | 0 | 53 |
| 1 year | 0.160 | 0 | 48 |
| 3 years | 0.081 | 0 | 49 |
| 5 years | 0.056 | 0 | 39 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.095 | — |
| 2022 | -0.197 | — |
| 2021 | 0.214 | — |
| 2020 | 0.102 | — |
| 2019 | 0.265 | — |
| 2018 | -0.149 | — |
| 2017 | 0.232 | — |
| 2016 | 0.038 | — |
| 2015 | 0.209 | — |
| 2014 | 0.034 | — |
| 2013 | 0.274 | — |
| 2012 | 0.211 | — |
| 2011 | -0.190 | — |
| 2010 | 0.100 | — |
| 2009 | 0.352 | — |
| 2008 | -0.453 | — |
| 2007 | -0.010 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.108 | 0.002 | — |
| 2024 | 0.037 | -0.016 | 0.030 | -0.030 |
| 2023 | 0.058 | 0.009 | -0.057 | 0.088 |
| 2022 | -0.110 | -0.118 | -0.079 | 0.111 |
| 2021 | 0.077 | 0.057 | 0.022 | 0.043 |
| 2020 | -0.231 | 0.203 | 0.046 | 0.139 |
| 2019 | 0.127 | 0.040 | -0.004 | 0.084 |
| 2018 | -0.008 | 0.032 | -0.001 | -0.168 |
| 2017 | 0.093 | 0.055 | 0.056 | 0.013 |
| 2016 | -0.065 | -0.027 | 0.092 | 0.044 |
| 2015 | 0.195 | -0.017 | -0.058 | 0.092 |
| 2014 | 0.059 | 0.001 | -0.033 | 0.008 |
| 2013 | 0.050 | 0.003 | 0.125 | 0.076 |
| 2012 | 0.125 | -0.062 | 0.080 | 0.063 |
| 2011 | 0.028 | -0.009 | -0.234 | 0.037 |
| 2010 | 0.049 | -0.100 | 0.086 | 0.073 |
| 2009 | -0.101 | 0.228 | 0.233 | -0.006 |
| 2008 | -0.127 | -0.021 | -0.170 | -0.229 |
| 2007 | 0.041 | 0.039 | -0.061 | -0.025 |
| 2006 | 0.101 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.063 |
| 5 years | 0.045 |
| 10 years | 0.059 |
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