Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | — |
| 1 month | -0.010 | 0 | — |
| 3 months | -0.045 | 0 | — |
| 1 year | -0.007 | 0 | — |
| 3 years | 0.165 | 0 | — |
| 5 years | 0.161 | 0 | — |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.254 | — |
| 2023 | 0.298 | — |
| 2022 | -0.036 | — |
| 2021 | 0.113 | — |
| 2020 | 0.052 | — |
| 2019 | 0.187 | — |
| 2018 | -0.165 | — |
| 2017 | 0.268 | — |
| 2016 | -0.008 | — |
| 2015 | 0.106 | — |
| 2014 | 0.072 | — |
| 2013 | 0.541 | — |
| 2012 | 0.174 | — |
| 2011 | -0.169 | — |
| 2010 | -0.005 | — |
| 2009 | 0.127 | — |
| 2008 | -0.445 | — |
| 2007 | -0.084 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.198 | 0.036 | -0.045 | 0.057 |
| 2023 | 0.064 | 0.151 | 0.040 | 0.019 |
| 2022 | -0.028 | -0.026 | -0.010 | 0.028 |
| 2021 | 0.107 | -0.015 | 0.059 | -0.036 |
| 2020 | -0.209 | 0.146 | 0.060 | 0.095 |
| 2019 | 0.090 | -0.021 | 0.013 | 0.099 |
| 2018 | -0.045 | 0.020 | 0.071 | -0.200 |
| 2017 | 0.013 | 0.077 | 0.062 | 0.094 |
| 2016 | -0.119 | -0.090 | 0.070 | 0.156 |
| 2015 | 0.096 | 0.070 | -0.136 | 0.092 |
| 2014 | -0.069 | 0.047 | 0.046 | 0.052 |
| 2013 | 0.222 | 0.088 | 0.073 | 0.079 |
| 2012 | 0.167 | -0.123 | -0.018 | 0.168 |
| 2011 | -0.023 | -0.018 | -0.094 | -0.045 |
| 2010 | 0.080 | -0.146 | -0.019 | 0.100 |
| 2009 | -0.087 | 0.282 | -0.024 | -0.013 |
| 2008 | -0.176 | 0.093 | -0.181 | -0.247 |
| 2007 | 0.030 | 0.061 | -0.064 | -0.104 |
| 2006 | 0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.165 |
| 5 years | 0.161 |
| 10 years | 0.079 |