Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.122 | 0 | 90 |
| 1 month | -0.077 | 0 | 93 |
| 3 months | -0.149 | 0 | 83 |
| 1 year | -0.042 | 0 | 69 |
| 3 years | 0.031 | 0 | 41 |
| 5 years | 0.089 | 0 | 32 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.253 | — |
| 2023 | 0.108 | — |
| 2022 | -0.153 | — |
| 2021 | 0.231 | — |
| 2020 | 0.045 | — |
| 2019 | 0.234 | — |
| 2018 | -0.105 | — |
| 2017 | 0.178 | — |
| 2016 | 0.074 | — |
| 2015 | -0.029 | — |
| 2014 | 0.153 | — |
| 2013 | 0.257 | — |
| 2012 | 0.119 | — |
| 2011 | -0.058 | — |
| 2010 | 0.005 | — |
| 2009 | 0.266 | — |
| 2008 | -0.438 | — |
| 2007 | 0.017 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.160 | 0.036 | -0.007 | 0.050 |
| 2023 | 0.056 | 0.040 | -0.002 | 0.012 |
| 2022 | -0.029 | -0.120 | -0.044 | 0.037 |
| 2021 | 0.148 | 0.033 | -0.004 | 0.042 |
| 2020 | -0.215 | 0.164 | 0.031 | 0.108 |
| 2019 | 0.136 | 0.003 | 0.023 | 0.058 |
| 2018 | -0.033 | 0.036 | 0.028 | -0.130 |
| 2017 | 0.040 | -0.003 | 0.060 | 0.071 |
| 2016 | -0.058 | 0.032 | 0.035 | 0.066 |
| 2015 | -0.008 | -0.038 | -0.056 | 0.078 |
| 2014 | -0.011 | 0.053 | 0.058 | 0.046 |
| 2013 | 0.120 | 0.013 | 0.042 | 0.064 |
| 2012 | 0.086 | 0.017 | 0.045 | -0.031 |
| 2011 | 0.025 | -0.071 | -0.110 | 0.113 |
| 2010 | 0.042 | -0.112 | 0.033 | 0.052 |
| 2009 | -0.052 | 0.150 | 0.121 | 0.037 |
| 2008 | -0.209 | 0.005 | -0.050 | -0.257 |
| 2007 | 0.016 | 0.086 | -0.013 | -0.066 |
| 2006 | 0.076 | 0.052 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.061 |
| 3 years | 0.024 |
| 5 years | 0.084 |
| 10 years | 0.061 |