Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.128 | 0 | 85 |
| 1 month | -0.054 | 0 | 61 |
| 3 months | -0.164 | 0 | 85 |
| 1 year | 0.043 | 0 | 70 |
| 3 years | 0.107 | 0 | 50 |
| 5 years | 0.118 | 0 | 36 |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.317 | — |
| 2023 | 0.226 | — |
| 2022 | -0.198 | — |
| 2021 | 0.290 | — |
| 2020 | 0.047 | — |
| 2019 | 0.211 | — |
| 2018 | -0.041 | — |
| 2017 | 0.082 | — |
| 2016 | 0.030 | — |
| 2015 | 0.112 | — |
| 2014 | 0.198 | — |
| 2013 | 0.385 | — |
| 2012 | 0.062 | — |
| 2011 | -0.007 | — |
| 2010 | 0.046 | — |
| 2009 | 0.085 | — |
| 2008 | -0.243 | — |
| 2007 | -0.043 | — |
| 2006 | 0.157 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.078 | — | — | — |
| 2024 | 0.129 | 0.093 | 0.003 | 0.064 |
| 2023 | 0.072 | 0.051 | -0.002 | 0.089 |
| 2022 | -0.109 | -0.138 | 0.021 | 0.023 |
| 2021 | 0.098 | 0.045 | 0.007 | 0.117 |
| 2020 | -0.216 | 0.159 | 0.040 | 0.109 |
| 2019 | 0.095 | 0.040 | 0.004 | 0.059 |
| 2018 | 0.003 | 0.038 | 0.039 | -0.113 |
| 2017 | 0.042 | -0.006 | -0.009 | 0.055 |
| 2016 | -0.068 | -0.009 | 0.056 | 0.057 |
| 2015 | 0.081 | -0.026 | -0.028 | 0.086 |
| 2014 | 0.036 | -0.001 | 0.056 | 0.097 |
| 2013 | 0.113 | 0.074 | 0.027 | 0.128 |
| 2012 | 0.093 | -0.029 | -0.004 | 0.004 |
| 2011 | 0.033 | -0.008 | -0.099 | 0.075 |
| 2010 | 0.013 | -0.090 | 0.071 | 0.059 |
| 2009 | -0.045 | 0.067 | 0.023 | 0.041 |
| 2008 | -0.075 | 0.012 | -0.092 | -0.108 |
| 2007 | 0.011 | -0.022 | -0.030 | -0.002 |
| 2006 | 0.042 | -0.051 | 0.056 | 0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.107 |
| 5 years | 0.118 |
| 10 years | 0.078 |