Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | 22 |
| 1 month | 0.017 | 0 | 13 |
| 3 months | 0.039 | 0 | 53 |
| 1 year | 0.106 | 0 | 23 |
| 3 years | 0.124 | 0 | 23 |
| 5 years | 0.102 | 0 | 31 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.215 | — |
| 2022 | -0.126 | — |
| 2021 | 0.246 | — |
| 2020 | -0.001 | — |
| 2019 | 0.144 | — |
| 2018 | -0.143 | — |
| 2017 | 0.137 | — |
| 2016 | 0.125 | — |
| 2015 | 0.070 | — |
| 2014 | 0.099 | — |
| 2013 | 0.162 | — |
| 2012 | 0.098 | — |
| 2011 | -0.018 | — |
| 2010 | 0.111 | — |
| 2009 | 0.205 | — |
| 2008 | -0.441 | — |
| 2007 | 0.044 | — |
| 2006 | 0.225 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | 0.051 | 0.039 | — |
| 2024 | 0.097 | 0.024 | -0.022 | -0.030 |
| 2023 | 0.110 | 0.020 | 0.008 | 0.064 |
| 2022 | -0.046 | -0.065 | -0.055 | 0.037 |
| 2021 | 0.120 | 0.086 | -0.007 | 0.032 |
| 2020 | -0.258 | 0.142 | 0.034 | 0.139 |
| 2019 | 0.109 | -0.005 | -0.043 | 0.083 |
| 2018 | -0.026 | 0.038 | -0.023 | -0.133 |
| 2017 | 0.075 | 0.014 | 0.035 | 0.009 |
| 2016 | -0.004 | 0.011 | 0.054 | 0.060 |
| 2015 | 0.132 | -0.027 | -0.075 | 0.050 |
| 2014 | 0.057 | 0.033 | 0.009 | -0.002 |
| 2013 | 0.061 | -0.022 | 0.048 | 0.069 |
| 2012 | 0.069 | -0.060 | 0.057 | 0.033 |
| 2011 | 0.057 | -0.013 | -0.110 | 0.059 |
| 2010 | 0.030 | -0.034 | 0.047 | 0.067 |
| 2009 | -0.038 | 0.120 | 0.104 | 0.013 |
| 2008 | -0.154 | -0.035 | -0.131 | -0.212 |
| 2007 | 0.075 | 0.061 | -0.037 | -0.049 |
| 2006 | 0.127 | -0.046 | 0.039 | 0.097 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.124 |
| 5 years | 0.102 |
| 10 years | 0.066 |
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