Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.235 | 0 | 1 |
| 1 month | 0.037 | 0 | 1 |
| 3 months | 0.163 | 0 | 1 |
| 1 year | 0.275 | 0 | 1 |
| 3 years | 0.135 | 0 | 1 |
| 5 years | 0.180 | 0 | 3 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.103 | — |
| 2022 | 0.072 | — |
| 2021 | 0.248 | — |
| 2020 | -0.138 | — |
| 2019 | 0.159 | — |
| 2018 | -0.164 | — |
| 2017 | 0.260 | — |
| 2016 | -0.038 | — |
| 2015 | 0.041 | — |
| 2014 | 0.102 | — |
| 2013 | 0.337 | — |
| 2012 | 0.278 | — |
| 2011 | -0.119 | — |
| 2010 | 0.173 | — |
| 2009 | 0.412 | — |
| 2008 | -0.476 | — |
| 2007 | 0.107 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.191 | — | — | — |
| 2024 | 0.104 | -0.043 | 0.013 | 0.057 |
| 2023 | 0.063 | -0.023 | -0.015 | 0.078 |
| 2022 | 0.108 | -0.086 | -0.052 | 0.116 |
| 2021 | 0.088 | 0.074 | 0.025 | 0.042 |
| 2020 | -0.276 | 0.064 | 0.007 | 0.112 |
| 2019 | 0.101 | 0.044 | 0.014 | -0.006 |
| 2018 | -0.024 | 0.020 | 0.039 | -0.192 |
| 2017 | 0.098 | 0.031 | 0.092 | 0.019 |
| 2016 | -0.102 | -0.112 | 0.121 | 0.076 |
| 2015 | 0.119 | -0.023 | -0.074 | 0.028 |
| 2014 | 0.079 | 0.009 | -0.014 | 0.027 |
| 2013 | 0.103 | 0.048 | 0.078 | 0.072 |
| 2012 | 0.166 | -0.076 | 0.128 | 0.052 |
| 2011 | 0.011 | 0.026 | -0.234 | 0.109 |
| 2010 | 0.053 | -0.033 | 0.066 | 0.081 |
| 2009 | -0.049 | 0.227 | 0.213 | -0.002 |
| 2008 | -0.129 | -0.095 | -0.162 | -0.207 |
| 2007 | 0.094 | 0.104 | -0.017 | -0.069 |
| 2006 | -0.048 | 0.046 | 0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.200 |
| 3 years | 0.112 |
| 5 years | 0.166 |
| 10 years | 0.061 |