Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 80 |
| 1 month | -0.022 | 0 | 53 |
| 3 months | -0.058 | 0 | 76 |
| 1 year | 0.069 | 0 | 40 |
| 3 years | 0.093 | 0 | 10 |
| 5 years | 0.125 | 0 | 9 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.205 | — |
| 2022 | -0.117 | — |
| 2021 | 0.260 | — |
| 2020 | 0.032 | — |
| 2019 | 0.211 | — |
| 2018 | -0.106 | — |
| 2017 | 0.071 | — |
| 2016 | 0.071 | — |
| 2015 | 0.052 | — |
| 2014 | 0.045 | — |
| 2013 | 0.155 | — |
| 2012 | 0.053 | — |
| 2011 | -0.034 | — |
| 2010 | 0.013 | — |
| 2009 | 0.190 | — |
| 2008 | -0.345 | — |
| 2007 | -0.023 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.111 | 0.024 | 0.005 | 0.046 |
| 2023 | 0.059 | 0.077 | -0.011 | 0.069 |
| 2022 | -0.021 | -0.098 | -0.049 | 0.053 |
| 2021 | 0.106 | 0.061 | 0 | 0.073 |
| 2020 | -0.179 | 0.134 | 0.018 | 0.088 |
| 2019 | 0.084 | 0.023 | 0.016 | 0.075 |
| 2018 | -0.031 | 0.019 | 0.030 | -0.122 |
| 2017 | -0.002 | 0.011 | 0.032 | 0.030 |
| 2016 | -0.039 | -0.019 | 0.055 | 0.077 |
| 2015 | 0.036 | 0.014 | -0.028 | 0.031 |
| 2014 | 0.007 | 0.042 | -0.018 | 0.014 |
| 2013 | 0.037 | 0.002 | 0.054 | 0.055 |
| 2012 | 0.035 | -0.027 | 0.017 | 0.029 |
| 2011 | 0.033 | -0.005 | -0.123 | 0.072 |
| 2010 | 0.011 | -0.086 | 0.072 | 0.023 |
| 2009 | -0.056 | 0.118 | 0.097 | 0.028 |
| 2008 | -0.103 | -0.058 | -0.044 | -0.190 |
| 2007 | 0.008 | 0.028 | -0.007 | -0.051 |
| 2006 | 0.017 | 0.043 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.068 |
| 5 years | 0.109 |
| 10 years | 0.065 |