Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 48 |
| 1 month | 0.006 | 0 | 9 |
| 3 months | -0.028 | 0 | 52 |
| 1 year | 0.148 | 0 | 11 |
| 3 years | 0.051 | 0 | 89 |
| 5 years | 0.103 | 0 | 22 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.062 | — |
| 2022 | -0.067 | — |
| 2021 | 0.222 | — |
| 2020 | 0.005 | — |
| 2019 | 0.156 | — |
| 2018 | -0.087 | — |
| 2017 | 0.086 | — |
| 2016 | 0.172 | — |
| 2015 | -0.054 | — |
| 2014 | 0.111 | — |
| 2013 | 0.127 | — |
| 2012 | 0.094 | — |
| 2011 | 0.015 | — |
| 2010 | 0.089 | — |
| 2009 | 0.307 | — |
| 2008 | -0.287 | — |
| 2007 | 0.000 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.036 | -0.011 | 0.102 | 0.025 |
| 2023 | 0.012 | 0.002 | -0.037 | 0.088 |
| 2022 | 0.033 | -0.096 | -0.025 | 0.024 |
| 2021 | 0.081 | 0.060 | 0.002 | 0.065 |
| 2020 | -0.174 | 0.068 | 0.037 | 0.098 |
| 2019 | 0.094 | 0.019 | 0.028 | 0.010 |
| 2018 | -0.043 | 0.031 | 0.009 | -0.083 |
| 2017 | 0.029 | -0.007 | 0.023 | 0.039 |
| 2016 | 0.041 | 0.020 | 0.054 | 0.047 |
| 2015 | 0.000 | -0.019 | -0.037 | 0.001 |
| 2014 | 0.038 | 0.042 | 0.015 | 0.012 |
| 2013 | 0.039 | -0.024 | 0.046 | 0.062 |
| 2012 | 0.045 | -0.021 | 0.031 | 0.038 |
| 2011 | 0.053 | -0.011 | -0.055 | 0.031 |
| 2010 | 0.045 | -0.044 | 0.062 | 0.027 |
| 2009 | -0.028 | 0.201 | 0.100 | 0.017 |
| 2008 | -0.046 | 0.016 | -0.049 | -0.226 |
| 2007 | 0.013 | 0.019 | 0.001 | -0.032 |
| 2006 | 0.062 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.148 |
| 3 years | 0.051 |
| 5 years | 0.103 |
| 10 years | 0.059 |