Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 93 |
| 1 month | 0.002 | 0 | 73 |
| 3 months | -0.084 | 0 | 91 |
| 1 year | -0.048 | 0 | 87 |
| 3 years | -0.039 | 0 | 89 |
| 5 years | 0.012 | 0 | 92 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.003 | — |
| 2023 | 0.094 | — |
| 2022 | -0.341 | — |
| 2021 | 0.206 | — |
| 2020 | 0.096 | — |
| 2019 | 0.372 | — |
| 2018 | -0.131 | — |
| 2017 | 0.248 | — |
| 2016 | -0.062 | — |
| 2015 | 0.282 | — |
| 2014 | 0.093 | — |
| 2013 | 0.197 | — |
| 2012 | 0.317 | — |
| 2011 | -0.092 | — |
| 2010 | 0.420 | — |
| 2009 | 0.428 | — |
| 2008 | -0.467 | — |
| 2007 | 0.070 | — |
| 2006 | 0.479 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.020 | -0.025 | 0.050 | -0.045 |
| 2023 | 0.088 | -0.014 | -0.059 | 0.083 |
| 2022 | -0.199 | -0.172 | -0.086 | 0.087 |
| 2021 | 0.045 | 0.081 | 0.031 | 0.035 |
| 2020 | -0.244 | 0.203 | 0.081 | 0.116 |
| 2019 | 0.153 | 0.057 | -0.001 | 0.127 |
| 2018 | -0.015 | 0.074 | -0.009 | -0.171 |
| 2017 | 0.095 | 0.063 | 0.033 | 0.038 |
| 2016 | -0.071 | -0.056 | 0.065 | 0.003 |
| 2015 | 0.176 | 0.031 | -0.048 | 0.110 |
| 2014 | 0.043 | -0.001 | -0.007 | 0.057 |
| 2013 | 0.074 | -0.026 | 0.075 | 0.063 |
| 2012 | 0.140 | -0.004 | 0.107 | 0.048 |
| 2011 | -0.012 | 0.015 | -0.137 | 0.050 |
| 2010 | 0.096 | 0.019 | 0.101 | 0.154 |
| 2009 | -0.042 | 0.232 | 0.126 | 0.075 |
| 2008 | -0.147 | -0.009 | -0.159 | -0.250 |
| 2007 | 0.132 | 0.092 | -0.101 | -0.037 |
| 2006 | 0.232 | -0.028 | 0.053 | 0.173 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | -0.039 |
| 5 years | 0.012 |
| 10 years | 0.031 |