Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 39 |
| 1 month | 0.026 | 0 | 46 |
| 3 months | 0.028 | 0 | 30 |
| 1 year | 0.089 | 0 | 17 |
| 3 years | 0.119 | 0 | 46 |
| 5 years | 0.162 | 0 | 64 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.177 | — |
| 2022 | 0.021 | — |
| 2021 | 0.203 | — |
| 2020 | 0.166 | — |
| 2019 | 0.108 | — |
| 2018 | 0.018 | — |
| 2017 | 0.231 | — |
| 2016 | 0.070 | — |
| 2015 | 0.023 | — |
| 2014 | 0.293 | — |
| 2013 | 0.071 | — |
| 2012 | 0.207 | — |
| 2011 | -0.169 | — |
| 2010 | 0.132 | — |
| 2009 | 0.634 | — |
| 2008 | -0.535 | — |
| 2007 | 0.517 | — |
| 2006 | 0.478 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.025 | 0.083 | 0.073 | -0.061 |
| 2023 | -0.022 | 0.083 | 0.030 | 0.079 |
| 2022 | -0.003 | -0.077 | 0.071 | 0.035 |
| 2021 | 0.047 | 0.062 | 0.087 | -0.004 |
| 2020 | -0.175 | 0.132 | 0.067 | 0.169 |
| 2019 | 0.051 | 0.016 | -0.005 | 0.042 |
| 2018 | -0.031 | 0.028 | 0.007 | 0.015 |
| 2017 | 0.092 | 0.039 | 0.035 | 0.048 |
| 2016 | -0.012 | 0.059 | 0.055 | -0.030 |
| 2015 | 0.041 | -0.006 | -0.012 | 0.001 |
| 2014 | 0.051 | 0.119 | 0.047 | 0.050 |
| 2013 | -0.019 | 0.031 | -0.017 | 0.078 |
| 2012 | 0.093 | 0.003 | 0.061 | 0.038 |
| 2011 | -0.044 | -0.023 | -0.076 | -0.037 |
| 2010 | 0.007 | 0.010 | 0.097 | 0.015 |
| 2009 | 0.045 | 0.338 | 0.146 | 0.020 |
| 2008 | -0.246 | -0.156 | -0.040 | -0.238 |
| 2007 | -0.048 | 0.127 | 0.161 | 0.218 |
| 2006 | 0.328 | -0.098 | 0.133 | 0.089 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.119 |
| 5 years | 0.162 |
| 10 years | 0.112 |