Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 91 |
| 1 month | -0.042 | 0 | 52 |
| 3 months | 0.024 | 0 | 85 |
| 1 year | 0.027 | 0 | 94 |
| 3 years | -0.024 | 0 | 58 |
| 5 years | -0.035 | 0 | 77 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | -0.133 | — |
| 2022 | -0.200 | — |
| 2021 | -0.182 | — |
| 2020 | 0.252 | — |
| 2019 | 0.244 | — |
| 2018 | -0.213 | — |
| 2017 | 0.470 | — |
| 2016 | 0.067 | — |
| 2015 | 0.025 | — |
| 2014 | 0.174 | — |
| 2013 | 0.066 | — |
| 2012 | 0.220 | — |
| 2011 | -0.249 | — |
| 2010 | 0.154 | — |
| 2009 | 0.626 | — |
| 2008 | -0.466 | — |
| 2007 | 0.422 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | — | — | — |
| 2024 | -0.011 | -0.006 | 0.214 | -0.110 |
| 2023 | 0.047 | -0.092 | -0.047 | -0.043 |
| 2022 | -0.151 | 0.023 | -0.204 | 0.157 |
| 2021 | 0.014 | 0.009 | -0.183 | -0.021 |
| 2020 | -0.152 | 0.161 | 0.110 | 0.146 |
| 2019 | 0.212 | -0.064 | -0.021 | 0.120 |
| 2018 | -0.003 | -0.020 | -0.057 | -0.146 |
| 2017 | 0.121 | 0.108 | 0.081 | 0.095 |
| 2016 | -0.031 | 0.019 | 0.138 | -0.050 |
| 2015 | 0.072 | 0.074 | -0.183 | 0.089 |
| 2014 | -0.027 | 0.058 | 0.038 | 0.098 |
| 2013 | -0.043 | -0.026 | 0.095 | 0.045 |
| 2012 | 0.163 | -0.089 | 0.054 | 0.093 |
| 2011 | -0.032 | 0.010 | -0.262 | 0.042 |
| 2010 | 0.009 | -0.060 | 0.177 | 0.033 |
| 2009 | -0.002 | 0.275 | 0.154 | 0.107 |
| 2008 | -0.136 | -0.060 | -0.205 | -0.173 |
| 2007 | 0.002 | 0.168 | 0.230 | -0.013 |
| 2006 | 0.181 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | -0.037 |
| 5 years | -0.043 |
| 10 years | -0.003 |