Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 85 |
| 1 month | -0.039 | 0 | 63 |
| 3 months | -0.039 | 0 | 85 |
| 1 year | -0.135 | 0 | 98 |
| 3 years | -0.074 | 0 | 88 |
| 5 years | 0.077 | 0 | 69 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.110 | — |
| 2023 | 0.094 | — |
| 2022 | -0.214 | — |
| 2021 | 0.263 | — |
| 2020 | 0.071 | — |
| 2019 | 0.368 | — |
| 2018 | -0.175 | — |
| 2017 | 0.230 | — |
| 2016 | -0.047 | — |
| 2015 | 0.186 | — |
| 2014 | 0.110 | — |
| 2013 | 0.288 | — |
| 2012 | 0.182 | — |
| 2011 | -0.301 | — |
| 2010 | 0.424 | — |
| 2009 | 0.476 | — |
| 2008 | -0.487 | — |
| 2007 | -0.003 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | -0.011 | -0.053 | 0.055 | -0.099 |
| 2023 | 0.075 | -0.024 | -0.071 | 0.122 |
| 2022 | -0.073 | -0.135 | -0.151 | 0.154 |
| 2021 | 0.105 | 0.095 | 0.000 | 0.044 |
| 2020 | -0.312 | 0.253 | 0.059 | 0.174 |
| 2019 | 0.181 | 0.064 | -0.056 | 0.154 |
| 2018 | -0.034 | 0.001 | -0.005 | -0.143 |
| 2017 | 0.069 | 0.061 | 0.052 | 0.031 |
| 2016 | -0.057 | -0.043 | 0.092 | -0.034 |
| 2015 | 0.142 | 0.015 | -0.098 | 0.134 |
| 2014 | 0.036 | -0.011 | 0.000 | 0.083 |
| 2013 | 0.080 | 0.000 | 0.101 | 0.083 |
| 2012 | 0.179 | -0.109 | 0.073 | 0.049 |
| 2011 | -0.026 | -0.077 | -0.212 | -0.014 |
| 2010 | 0.084 | -0.002 | 0.124 | 0.171 |
| 2009 | -0.120 | 0.296 | 0.201 | 0.077 |
| 2008 | -0.101 | -0.059 | -0.189 | -0.252 |
| 2007 | 0.048 | 0.059 | -0.036 | -0.069 |
| 2006 | 0.065 | 0.159 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.135 |
| 3 years | -0.074 |
| 5 years | 0.077 |
| 10 years | 0.032 |