Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 96 |
| 1 month | 0.002 | 0 | 6 |
| 3 months | -0.177 | 0 | 99 |
| 1 year | 0.151 | 0 | 9 |
| 3 years | 0.026 | 0 | 100 |
| 5 years | 0.057 | 0 | 97 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.343 | — |
| 2023 | 0.200 | — |
| 2022 | -0.495 | — |
| 2021 | 0.052 | — |
| 2020 | 0.993 | — |
| 2019 | 0.228 | — |
| 2018 | -0.141 | — |
| 2017 | 0.572 | — |
| 2016 | -0.099 | — |
| 2015 | 0.275 | — |
| 2014 | 0.116 | — |
| 2013 | 0.441 | — |
| 2012 | 0.097 | — |
| 2011 | -0.036 | — |
| 2010 | 0.252 | — |
| 2009 | 0.328 | — |
| 2008 | -0.459 | — |
| 2007 | 0.515 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.104 | — | — | — |
| 2024 | 0.099 | 0.017 | 0.029 | 0.167 |
| 2023 | 0.072 | 0.112 | -0.080 | 0.095 |
| 2022 | -0.216 | -0.281 | 0.018 | -0.119 |
| 2021 | -0.030 | 0.070 | 0.050 | -0.035 |
| 2020 | 0.018 | 0.474 | 0.109 | 0.198 |
| 2019 | 0.222 | 0.029 | -0.070 | 0.050 |
| 2018 | 0.118 | -0.012 | -0.030 | -0.199 |
| 2017 | 0.188 | 0.105 | 0.127 | 0.061 |
| 2016 | -0.124 | 0.040 | 0.119 | -0.117 |
| 2015 | 0.201 | 0.001 | -0.057 | 0.124 |
| 2014 | 0.005 | -0.009 | 0.067 | 0.051 |
| 2013 | 0.036 | 0.070 | 0.224 | 0.062 |
| 2012 | 0.133 | -0.085 | 0.072 | -0.013 |
| 2011 | 0.126 | 0.046 | -0.179 | -0.003 |
| 2010 | -0.014 | -0.007 | 0.256 | 0.018 |
| 2009 | -0.032 | 0.117 | 0.063 | 0.156 |
| 2008 | -0.173 | 0.015 | -0.185 | -0.209 |
| 2007 | -0.016 | 0.076 | 0.163 | 0.230 |
| 2006 | -0.103 | 0.044 | 0.150 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.151 |
| 3 years | 0.026 |
| 5 years | 0.057 |
| 10 years | 0.097 |