Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.140 | 0.064 | 55 |
| 1 month | 0.026 | 0.030 | 18 |
| 3 months | 0.091 | 0.064 | 10 |
| 1 year | 0.307 | 0.134 | 59 |
| 3 years | 0.137 | 0.075 | 11 |
| 5 years | 0.124 | 0.113 | 14 |
| 10 years | 0.108 | 0.038 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.120 | — |
| 2019 | 0.346 | — |
| 2018 | -0.139 | — |
| 2017 | 0.150 | — |
| 2016 | 0.017 | — |
| 2015 | 0.158 | 0.157 |
| 2014 | 0.034 | 0.052 |
| 2013 | 0.101 | 0.217 |
| 2012 | 0.317 | 0.191 |
| 2011 | -0.037 | -0.153 |
| 2010 | 0.229 | 0.218 |
| 2009 | 0.150 | 0.382 |
| 2008 | -0.315 | -0.465 |
| 2007 | -0.076 | -0.013 |
| 2006 | 0.113 | 0.245 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.045 | 0.091 | — | — |
| 2020 | -0.187 | 0.203 | 0.073 | 0.068 |
| 2019 | 0.149 | 0.064 | 0.021 | 0.077 |
| 2018 | -0.047 | 0.056 | -0.014 | -0.132 |
| 2017 | 0.056 | 0.036 | 0.037 | 0.014 |
| 2016 | -0.019 | -0.015 | 0.051 | 0.002 |
| 2015 | 0.182 | -0.027 | -0.083 | 0.097 |
| 2014 | 0.007 | 0.028 | -0.074 | 0.078 |
| 2013 | 0.036 | -0.031 | 0.055 | 0.040 |
| 2012 | 0.107 | 0.001 | 0.123 | 0.058 |
| 2011 | 0.022 | 0.013 | -0.112 | 0.049 |
| 2010 | 0.034 | -0.017 | 0.088 | 0.111 |
| 2009 | -0.128 | 0.134 | 0.100 | 0.057 |
| 2008 | -0.112 | -0.074 | -0.059 | -0.114 |
| 2007 | 0.031 | 0.007 | -0.052 | -0.061 |
| 2006 | 0.044 | -0.054 | 0.045 | 0.078 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.304 |
| 3 years | 0.136 |
| 5 years | 0.123 |
| 10 years | 0.108 |