Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 30 |
| 1 month | -0.043 | 0 | 68 |
| 3 months | -0.104 | 0 | 30 |
| 1 year | -0.028 | 0 | 90 |
| 3 years | 0.051 | 0 | 58 |
| 5 years | 0.075 | 0 | 83 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.171 | — |
| 2022 | -0.071 | — |
| 2021 | 0.126 | — |
| 2020 | -0.034 | — |
| 2019 | 0.169 | — |
| 2018 | -0.106 | — |
| 2017 | 0.027 | — |
| 2016 | 0.112 | — |
| 2015 | 0.038 | — |
| 2014 | 0.115 | — |
| 2013 | 0.252 | — |
| 2012 | 0.193 | — |
| 2011 | -0.030 | — |
| 2010 | 0.146 | — |
| 2009 | 0.263 | — |
| 2008 | -0.397 | — |
| 2007 | -0.075 | — |
| 2006 | 0.093 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.093 | -0.001 | -0.007 | 0.031 |
| 2023 | 0.081 | 0.020 | -0.007 | 0.070 |
| 2022 | -0.004 | -0.084 | -0.032 | 0.053 |
| 2021 | 0.083 | 0.019 | -0.008 | 0.029 |
| 2020 | -0.203 | 0.091 | 0.010 | 0.101 |
| 2019 | 0.100 | -0.018 | 0.028 | 0.053 |
| 2018 | -0.049 | 0.054 | 0.032 | -0.136 |
| 2017 | 0.043 | -0.025 | -0.005 | 0.014 |
| 2016 | -0.060 | 0.007 | 0.057 | 0.111 |
| 2015 | 0.137 | -0.037 | -0.113 | 0.068 |
| 2014 | 0.029 | 0.028 | 0.036 | 0.017 |
| 2013 | 0.092 | 0.013 | 0.063 | 0.066 |
| 2012 | 0.086 | -0.010 | 0.072 | 0.035 |
| 2011 | 0.002 | -0.001 | -0.135 | 0.121 |
| 2010 | 0.069 | -0.041 | 0.019 | 0.096 |
| 2009 | -0.077 | 0.129 | 0.142 | 0.061 |
| 2008 | -0.182 | -0.038 | -0.033 | -0.208 |
| 2007 | -0.005 | 0.048 | -0.068 | -0.048 |
| 2006 | 0.032 | -0.046 | 0.065 | 0.043 |
| 2005 | 0.058 | 0.067 | 0.033 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.051 |
| 5 years | 0.075 |
| 10 years | 0.030 |