Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 99 |
| 1 month | -0.027 | 0 | 97 |
| 3 months | -0.099 | 0 | 96 |
| 1 year | -0.063 | 0 | 97 |
| 3 years | -0.004 | 0 | 91 |
| 5 years | 0.043 | 0 | 84 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | 0.063 | — |
| 2022 | -0.112 | — |
| 2021 | 0.205 | — |
| 2020 | -0.012 | — |
| 2019 | 0.216 | — |
| 2018 | -0.021 | — |
| 2017 | 0.168 | — |
| 2016 | 0.158 | — |
| 2015 | 0.139 | — |
| 2014 | 0.019 | — |
| 2013 | 0.212 | — |
| 2012 | 0.236 | — |
| 2011 | 0.096 | — |
| 2010 | 0.352 | — |
| 2009 | 0.412 | — |
| 2008 | -0.259 | — |
| 2007 | 0.002 | — |
| 2006 | 0.221 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.010 | 0.042 | -0.002 | -0.020 |
| 2023 | 0.029 | -0.037 | 0.007 | 0.066 |
| 2022 | -0.087 | -0.098 | -0.011 | 0.089 |
| 2021 | 0.047 | 0.065 | 0.048 | 0.031 |
| 2020 | -0.211 | 0.121 | 0.024 | 0.091 |
| 2019 | 0.078 | 0.081 | -0.019 | 0.064 |
| 2018 | -0.032 | 0.107 | 0.016 | -0.101 |
| 2017 | 0.054 | 0.029 | 0.030 | 0.045 |
| 2016 | -0.007 | 0.028 | 0.115 | 0.017 |
| 2015 | 0.080 | 0.008 | -0.032 | 0.081 |
| 2014 | 0.016 | 0.002 | -0.006 | 0.006 |
| 2013 | 0.101 | 0.000 | 0.042 | 0.056 |
| 2012 | 0.103 | 0.001 | 0.094 | 0.024 |
| 2011 | 0.053 | 0.063 | -0.090 | 0.077 |
| 2010 | 0.082 | -0.025 | 0.150 | 0.115 |
| 2009 | -0.032 | 0.155 | 0.195 | 0.057 |
| 2008 | -0.051 | -0.016 | -0.075 | -0.142 |
| 2007 | 0.082 | 0.032 | -0.057 | -0.049 |
| 2006 | 0.089 | -0.053 | 0.086 | 0.090 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.063 |
| 3 years | -0.004 |
| 5 years | 0.043 |
| 10 years | 0.059 |