Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 5 |
| 1 month | -0.031 | 0 | 23 |
| 3 months | -0.041 | 0 | 8 |
| 1 year | 0.000 | 0 | 65 |
| 3 years | -0.002 | 0 | 68 |
| 5 years | 0.031 | 0 | 76 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.010 | — |
| 2022 | -0.193 | — |
| 2021 | 0.083 | — |
| 2020 | 0.015 | — |
| 2019 | 0.145 | — |
| 2018 | -0.127 | — |
| 2017 | 0.211 | — |
| 2016 | 0.129 | — |
| 2015 | -0.066 | — |
| 2014 | 0.133 | — |
| 2013 | -0.067 | — |
| 2012 | 0.123 | — |
| 2011 | -0.216 | — |
| 2010 | 0.237 | — |
| 2009 | 0.768 | — |
| 2008 | -0.472 | — |
| 2007 | 0.065 | — |
| 2006 | 0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.064 | 0.009 | 0.103 | -0.038 |
| 2023 | 0.008 | -0.015 | 0.031 | -0.013 |
| 2022 | -0.052 | -0.101 | -0.078 | 0.027 |
| 2021 | 0.081 | 0.030 | -0.032 | 0.004 |
| 2020 | -0.228 | 0.132 | 0.028 | 0.129 |
| 2019 | 0.099 | -0.005 | -0.031 | 0.081 |
| 2018 | -0.036 | -0.026 | 0.016 | -0.085 |
| 2017 | 0.098 | -0.003 | 0.038 | 0.066 |
| 2016 | 0.001 | 0.023 | 0.087 | 0.014 |
| 2015 | 0.143 | -0.032 | -0.184 | 0.034 |
| 2014 | 0.005 | 0.088 | 0.021 | 0.015 |
| 2013 | 0.079 | -0.108 | 0.003 | -0.033 |
| 2012 | 0.100 | -0.070 | 0.051 | 0.045 |
| 2011 | -0.069 | -0.041 | -0.175 | 0.064 |
| 2010 | 0.083 | -0.010 | 0.063 | 0.085 |
| 2009 | 0.065 | 0.340 | 0.137 | 0.090 |
| 2008 | -0.217 | -0.002 | -0.171 | -0.184 |
| 2007 | 0.036 | 0.148 | -0.042 | -0.066 |
| 2006 | 0.088 | -0.162 | 0.031 | 0.066 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | -0.002 |
| 5 years | 0.031 |
| 10 years | 0.007 |