Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 56 |
| 1 month | -0.101 | 0 | 84 |
| 3 months | -0.038 | 0 | 62 |
| 1 year | 0.072 | 0 | 65 |
| 3 years | -0.053 | 0 | 63 |
| 5 years | -0.050 | 0 | — |
| 10 years | 0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.215 | — |
| 2023 | -0.202 | — |
| 2022 | -0.257 | — |
| 2021 | -0.143 | — |
| 2020 | 0.290 | — |
| 2019 | 0.365 | — |
| 2018 | -0.152 | — |
| 2017 | 0.339 | — |
| 2016 | 0.014 | — |
| 2015 | 0.106 | — |
| 2014 | 0.184 | — |
| 2013 | 0.012 | — |
| 2012 | 0.194 | — |
| 2011 | -0.175 | — |
| 2010 | 0.240 | — |
| 2009 | 0.625 | — |
| 2008 | -0.475 | — |
| 2007 | 0.338 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.078 | — | — | — |
| 2024 | 0.037 | 0.070 | 0.106 | -0.010 |
| 2023 | -0.009 | -0.114 | -0.001 | -0.091 |
| 2022 | -0.180 | 0.069 | -0.188 | 0.044 |
| 2021 | 0.090 | 0.004 | -0.173 | -0.053 |
| 2020 | -0.105 | 0.195 | 0.099 | 0.098 |
| 2019 | 0.215 | -0.024 | 0.033 | 0.115 |
| 2018 | -0.019 | 0.041 | -0.060 | -0.116 |
| 2017 | 0.104 | 0.040 | 0.087 | 0.074 |
| 2016 | -0.078 | 0.006 | 0.116 | -0.020 |
| 2015 | 0.227 | 0.033 | -0.189 | 0.077 |
| 2014 | -0.045 | 0.079 | 0.073 | 0.071 |
| 2013 | 0.034 | -0.062 | 0.013 | 0.032 |
| 2012 | 0.081 | 0.005 | 0.046 | 0.050 |
| 2011 | -0.056 | -0.031 | -0.154 | 0.066 |
| 2010 | 0.046 | 0.010 | 0.060 | 0.107 |
| 2009 | 0.060 | 0.274 | 0.081 | 0.112 |
| 2008 | -0.207 | -0.065 | -0.155 | -0.162 |
| 2007 | 0.011 | 0.178 | 0.194 | -0.059 |
| 2006 | 0.078 | 0.183 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | -0.076 |
| 5 years | -0.063 |
| 10 years | -0.006 |