Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 17 |
| 1 month | -0.001 | 0 | 49 |
| 3 months | 0.015 | 0 | 47 |
| 1 year | 0.001 | 0 | 31 |
| 3 years | 0.134 | 0 | 12 |
| 5 years | 0.117 | 0 | 18 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.209 | — |
| 2022 | -0.132 | — |
| 2021 | 0.326 | — |
| 2020 | 0.074 | — |
| 2019 | 0.307 | — |
| 2018 | -0.070 | — |
| 2017 | 0.077 | — |
| 2016 | 0.093 | — |
| 2015 | 0.022 | — |
| 2014 | 0.140 | — |
| 2013 | 0.255 | — |
| 2012 | 0.163 | — |
| 2011 | -0.116 | — |
| 2010 | 0.246 | — |
| 2009 | 0.496 | — |
| 2008 | -0.361 | — |
| 2007 | -0.024 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.015 | — | — |
| 2024 | 0.068 | 0.030 | 0.023 | -0.051 |
| 2023 | 0.101 | 0.053 | -0.065 | 0.116 |
| 2022 | -0.123 | -0.096 | -0.022 | 0.119 |
| 2021 | 0.180 | 0.040 | -0.001 | 0.081 |
| 2020 | -0.161 | 0.129 | 0.099 | 0.031 |
| 2019 | 0.122 | 0.060 | 0.016 | 0.081 |
| 2018 | -0.007 | 0.031 | 0.068 | -0.149 |
| 2017 | 0.065 | 0.023 | 0.023 | -0.033 |
| 2016 | -0.043 | -0.007 | 0.089 | 0.057 |
| 2015 | 0.155 | -0.059 | -0.081 | 0.022 |
| 2014 | 0.039 | 0.031 | 0.019 | 0.044 |
| 2013 | 0.101 | -0.017 | 0.095 | 0.058 |
| 2012 | 0.101 | -0.026 | 0.053 | 0.030 |
| 2011 | -0.009 | 0.007 | -0.184 | 0.085 |
| 2010 | 0.078 | 0.007 | 0.080 | 0.063 |
| 2009 | -0.009 | 0.261 | 0.128 | 0.061 |
| 2008 | -0.119 | -0.064 | -0.101 | -0.138 |
| 2007 | 0.066 | 0.060 | -0.025 | -0.114 |
| 2006 | 0.087 | 0.105 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.134 |
| 5 years | 0.117 |
| 10 years | 0.083 |