Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 52 |
| 1 month | -0.015 | 0 | 52 |
| 3 months | -0.063 | 0 | 73 |
| 1 year | 0.017 | 0 | 9 |
| 3 years | 0.065 | 0 | 41 |
| 5 years | 0.139 | 0 | 74 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.231 | — |
| 2023 | 0.189 | — |
| 2022 | -0.124 | — |
| 2021 | 0.295 | — |
| 2020 | 0.056 | — |
| 2019 | 0.113 | — |
| 2018 | -0.087 | — |
| 2017 | 0.174 | — |
| 2016 | 0.097 | — |
| 2015 | 0.071 | — |
| 2014 | 0.530 | — |
| 2013 | -0.066 | — |
| 2012 | 0.201 | — |
| 2011 | -0.399 | — |
| 2010 | 0.267 | — |
| 2009 | 0.824 | — |
| 2008 | -0.624 | — |
| 2007 | 0.480 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.089 | — | — | — |
| 2024 | 0.061 | 0.093 | 0.038 | 0.023 |
| 2023 | -0.045 | 0.112 | 0.050 | 0.066 |
| 2022 | -0.062 | -0.068 | 0.106 | -0.095 |
| 2021 | 0.085 | 0.047 | 0.122 | 0.015 |
| 2020 | -0.286 | 0.124 | 0.104 | 0.192 |
| 2019 | 0.090 | -0.017 | 0.050 | -0.009 |
| 2018 | -0.082 | 0.041 | -0.082 | 0.041 |
| 2017 | 0.140 | -0.014 | -0.037 | 0.083 |
| 2016 | -0.062 | 0.066 | 0.089 | 0.008 |
| 2015 | 0.217 | -0.070 | -0.071 | 0.019 |
| 2014 | 0.086 | 0.153 | 0.105 | 0.106 |
| 2013 | 0.012 | -0.092 | -0.084 | 0.109 |
| 2012 | 0.156 | -0.049 | 0.111 | -0.018 |
| 2011 | -0.110 | -0.073 | -0.157 | -0.136 |
| 2010 | 0.125 | 0.057 | 0.055 | 0.011 |
| 2009 | -0.023 | 0.522 | 0.152 | 0.065 |
| 2008 | -0.330 | -0.194 | -0.045 | -0.271 |
| 2007 | -0.071 | 0.199 | 0.136 | 0.170 |
| 2006 | 0.192 | 0.114 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | 0.048 |
| 5 years | 0.128 |
| 10 years | 0.065 |