Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.111 | 0 | — |
| 1 month | -0.047 | 0 | — |
| 3 months | -0.125 | 0 | — |
| 1 year | -0.008 | 0 | — |
| 3 years | 0.034 | 0 | — |
| 5 years | 0.070 | 0 | — |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.209 | — |
| 2023 | 0.157 | — |
| 2022 | -0.187 | — |
| 2021 | 0.196 | — |
| 2020 | 0.032 | — |
| 2019 | 0.270 | — |
| 2018 | -0.135 | — |
| 2017 | 0.058 | — |
| 2016 | 0.052 | — |
| 2015 | 0.035 | — |
| 2014 | 0.114 | — |
| 2013 | 0.120 | — |
| 2012 | 0.097 | — |
| 2011 | -0.090 | — |
| 2010 | 0.162 | — |
| 2009 | 0.300 | — |
| 2008 | -0.459 | — |
| 2007 | -0.053 | — |
| 2006 | 0.051 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.067 | — | — | — |
| 2024 | 0.098 | 0.031 | 0.005 | 0.063 |
| 2023 | 0.045 | 0.057 | -0.011 | 0.060 |
| 2022 | -0.051 | -0.123 | -0.019 | -0.004 |
| 2021 | 0.073 | 0.050 | 0.006 | 0.056 |
| 2020 | -0.201 | 0.138 | 0.038 | 0.093 |
| 2019 | 0.146 | 0.016 | 0.025 | 0.065 |
| 2018 | -0.054 | 0.051 | 0.029 | -0.154 |
| 2017 | 0.039 | -0.022 | 0.008 | 0.034 |
| 2016 | -0.049 | -0.012 | 0.045 | 0.072 |
| 2015 | 0.125 | -0.041 | -0.115 | 0.084 |
| 2014 | 0.001 | 0.046 | 0.032 | 0.030 |
| 2013 | 0.075 | -0.025 | 0.038 | 0.029 |
| 2012 | 0.074 | -0.026 | 0.053 | -0.005 |
| 2011 | -0.030 | -0.035 | -0.098 | 0.077 |
| 2010 | 0.085 | -0.054 | 0.024 | 0.106 |
| 2009 | -0.050 | 0.168 | 0.113 | 0.053 |
| 2008 | -0.182 | -0.029 | -0.112 | -0.233 |
| 2007 | -0.003 | 0.048 | -0.033 | -0.063 |
| 2006 | 0.036 | -0.069 | 0.046 | 0.042 |
| 2005 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.020 |
| 5 years | 0.061 |
| 10 years | 0.031 |