Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 24 |
| 1 month | 0.031 | 0 | 58 |
| 3 months | 0.022 | 0 | 62 |
| 1 year | 0.057 | 0 | 62 |
| 3 years | 0.123 | 0 | 76 |
| 5 years | 0.192 | 0 | 73 |
| 10 years | 0.107 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.203 | — |
| 2022 | 0.050 | — |
| 2021 | 0.249 | — |
| 2020 | 0.179 | — |
| 2019 | 0.071 | — |
| 2018 | 0.002 | — |
| 2017 | 0.263 | — |
| 2016 | 0.023 | — |
| 2015 | -0.049 | — |
| 2014 | 0.276 | — |
| 2013 | 0.078 | — |
| 2012 | 0.274 | — |
| 2011 | -0.251 | — |
| 2010 | 0.164 | — |
| 2009 | 0.729 | — |
| 2008 | -0.521 | — |
| 2007 | 0.531 | — |
| 2006 | 0.363 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.033 | 0.077 | 0.075 | -0.087 |
| 2023 | -0.036 | 0.102 | 0.029 | 0.100 |
| 2022 | 0.001 | -0.081 | 0.090 | 0.048 |
| 2021 | 0.053 | 0.085 | 0.102 | -0.008 |
| 2020 | -0.245 | 0.184 | 0.087 | 0.213 |
| 2019 | 0.045 | 0.003 | -0.016 | 0.040 |
| 2018 | -0.053 | 0.054 | 0.027 | -0.021 |
| 2017 | 0.108 | 0.032 | 0.018 | 0.085 |
| 2016 | -0.025 | 0.068 | 0.032 | -0.048 |
| 2015 | 0.027 | -0.024 | -0.049 | -0.002 |
| 2014 | 0.058 | 0.126 | 0.050 | 0.020 |
| 2013 | -0.037 | 0.033 | -0.018 | 0.104 |
| 2012 | 0.141 | 0.006 | 0.076 | 0.031 |
| 2011 | -0.053 | -0.030 | -0.124 | -0.070 |
| 2010 | 0.004 | 0.012 | 0.132 | 0.012 |
| 2009 | 0.019 | 0.415 | 0.177 | 0.019 |
| 2008 | -0.232 | -0.148 | -0.029 | -0.246 |
| 2007 | -0.036 | 0.127 | 0.157 | 0.218 |
| 2006 | 0.181 | -0.089 | 0.144 | 0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.123 |
| 5 years | 0.192 |
| 10 years | 0.107 |