Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 4 |
| 1 month | 0.014 | 0 | 3 |
| 3 months | 0.011 | 0 | 3 |
| 1 year | 0.083 | 0 | 3 |
| 3 years | 0.037 | 0 | 42 |
| 5 years | 0.115 | 0 | 1 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.072 | — |
| 2022 | -0.037 | — |
| 2021 | 0.216 | — |
| 2020 | -0.099 | — |
| 2019 | 0.215 | — |
| 2018 | -0.120 | — |
| 2017 | 0.158 | — |
| 2016 | 0.234 | — |
| 2015 | 0.031 | — |
| 2014 | 0.059 | — |
| 2013 | 0.260 | — |
| 2012 | 0.201 | — |
| 2011 | -0.050 | — |
| 2010 | 0.153 | — |
| 2009 | 0.300 | — |
| 2008 | -0.291 | — |
| 2007 | -0.065 | — |
| 2006 | 0.177 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | -0.013 | 0.044 | 0.051 | -0.021 |
| 2023 | -0.009 | -0.011 | 0.004 | 0.089 |
| 2022 | 0.018 | -0.060 | -0.058 | 0.068 |
| 2021 | 0.075 | 0.048 | 0.025 | 0.053 |
| 2020 | -0.353 | 0.140 | -0.029 | 0.258 |
| 2019 | 0.081 | 0.003 | -0.002 | 0.123 |
| 2018 | -0.073 | 0.061 | -0.009 | -0.098 |
| 2017 | 0.061 | 0.069 | -0.006 | 0.027 |
| 2016 | 0.019 | 0.007 | 0.132 | 0.062 |
| 2015 | 0.053 | 0.000 | -0.046 | 0.026 |
| 2014 | 0.020 | 0.040 | -0.001 | -0.001 |
| 2013 | 0.072 | 0.029 | 0.088 | 0.051 |
| 2012 | 0.092 | -0.023 | 0.085 | 0.038 |
| 2011 | 0.029 | 0.024 | -0.095 | -0.003 |
| 2010 | 0.024 | -0.042 | 0.099 | 0.069 |
| 2009 | -0.156 | 0.221 | 0.205 | 0.047 |
| 2008 | -0.084 | -0.050 | -0.056 | -0.136 |
| 2007 | 0.030 | 0.009 | -0.023 | -0.079 |
| 2006 | 0.071 | -0.034 | 0.063 | 0.071 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.037 |
| 5 years | 0.115 |
| 10 years | 0.061 |