Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.017 | 0 | — |
| 1 year | 0.146 | 0 | — |
| 3 years | 0.147 | 0 | — |
| 5 years | 0.129 | 0 | — |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.150 | — |
| 2023 | 0.208 | — |
| 2022 | 0.068 | — |
| 2021 | 0.144 | — |
| 2020 | -0.093 | — |
| 2019 | 0.291 | — |
| 2018 | -0.154 | — |
| 2017 | 0.093 | — |
| 2016 | 0.039 | — |
| 2015 | 0.038 | — |
| 2014 | 0.098 | — |
| 2013 | 0.304 | — |
| 2012 | 0.206 | — |
| 2011 | 0.020 | — |
| 2010 | 0.140 | — |
| 2009 | 0.381 | — |
| 2008 | -0.117 | — |
| 2007 | 0.041 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.024 | 0.036 | 0.036 | 0.046 |
| 2023 | 0.054 | 0.056 | 0.033 | 0.051 |
| 2022 | 0.021 | 0.009 | 0.002 | 0.034 |
| 2021 | 0.110 | -0.023 | 0.027 | 0.028 |
| 2020 | -0.151 | 0.047 | 0.014 | 0.007 |
| 2019 | 0.051 | 0.025 | 0.033 | 0.161 |
| 2018 | -0.009 | -0.049 | 0.017 | -0.118 |
| 2017 | 0.005 | 0.039 | 0.021 | 0.025 |
| 2016 | -0.094 | -0.107 | 0.089 | 0.180 |
| 2015 | 0.037 | 0.031 | -0.067 | 0.040 |
| 2014 | -0.016 | 0.053 | 0.029 | 0.030 |
| 2013 | 0.147 | 0.029 | 0.047 | 0.055 |
| 2012 | 0.163 | -0.048 | -0.058 | 0.156 |
| 2011 | 0.090 | -0.062 | 0.022 | -0.023 |
| 2010 | 0.161 | -0.041 | -0.061 | 0.090 |
| 2009 | 0.034 | 0.343 | 0.033 | -0.037 |
| 2008 | -0.054 | 0.083 | -0.147 | 0.010 |
| 2007 | 0.012 | 0.052 | -0.061 | 0.042 |
| 2006 | 0.041 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.147 |
| 5 years | 0.129 |
| 10 years | 0.068 |