Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.078 | 0 | 27 |
| 1 month | -0.002 | 0 | 38 |
| 3 months | 0.038 | 0 | 76 |
| 1 year | 0.072 | 0 | 28 |
| 3 years | 0.107 | 0 | 60 |
| 5 years | 0.075 | 0 | 81 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.131 | — |
| 2022 | -0.164 | — |
| 2021 | 0.200 | — |
| 2020 | 0.028 | — |
| 2019 | 0.262 | — |
| 2018 | -0.087 | — |
| 2017 | 0.066 | — |
| 2016 | 0.027 | — |
| 2015 | 0.073 | — |
| 2014 | 0.087 | — |
| 2013 | 0.198 | — |
| 2012 | 0.123 | — |
| 2011 | -0.141 | — |
| 2010 | 0.138 | — |
| 2009 | 0.250 | — |
| 2008 | -0.364 | — |
| 2007 | 0.060 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.024 | 0.041 | — |
| 2024 | 0.087 | 0.018 | 0.019 | 0.023 |
| 2023 | 0.039 | 0.035 | -0.015 | 0.068 |
| 2022 | -0.063 | -0.116 | -0.024 | 0.034 |
| 2021 | 0.063 | 0.052 | 0.014 | 0.058 |
| 2020 | -0.193 | 0.142 | 0.036 | 0.076 |
| 2019 | 0.135 | 0.025 | 0.032 | 0.052 |
| 2018 | -0.038 | 0.062 | 0.028 | -0.131 |
| 2017 | 0.036 | -0.008 | 0.007 | 0.030 |
| 2016 | -0.048 | -0.012 | 0.043 | 0.047 |
| 2015 | 0.137 | -0.021 | -0.102 | 0.075 |
| 2014 | 0.013 | 0.033 | 0.006 | 0.032 |
| 2013 | 0.064 | 0.006 | 0.056 | 0.060 |
| 2012 | 0.095 | -0.059 | 0.073 | 0.015 |
| 2011 | -0.027 | -0.036 | -0.141 | 0.066 |
| 2010 | 0.047 | -0.024 | 0.017 | 0.094 |
| 2009 | -0.049 | 0.129 | 0.109 | 0.049 |
| 2008 | -0.126 | 0.001 | -0.119 | -0.176 |
| 2007 | 0.019 | 0.057 | -0.012 | -0.004 |
| 2006 | 0.069 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.088 |
| 5 years | 0.064 |
| 10 years | 0.053 |
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