Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 67 |
| 1 month | -0.066 | 0 | 98 |
| 3 months | -0.122 | 0 | 50 |
| 1 year | 0.005 | 0 | 70 |
| 3 years | 0.054 | 0 | 53 |
| 5 years | 0.075 | 0 | 83 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.191 | — |
| 2022 | -0.229 | — |
| 2021 | 0.257 | — |
| 2020 | 0.027 | — |
| 2019 | 0.263 | — |
| 2018 | -0.100 | — |
| 2017 | 0.061 | — |
| 2016 | 0.083 | — |
| 2015 | 0.070 | — |
| 2014 | 0.122 | — |
| 2013 | 0.156 | — |
| 2012 | 0.090 | — |
| 2011 | -0.096 | — |
| 2010 | 0.158 | — |
| 2009 | 0.295 | — |
| 2008 | -0.429 | — |
| 2007 | 0.009 | — |
| 2006 | 0.093 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.094 | 0.026 | 0.005 | 0.068 |
| 2023 | 0.045 | 0.061 | 0.002 | 0.072 |
| 2022 | -0.101 | -0.124 | -0.002 | -0.020 |
| 2021 | 0.066 | 0.078 | 0.017 | 0.076 |
| 2020 | -0.195 | 0.153 | 0.043 | 0.062 |
| 2019 | 0.131 | 0.026 | 0.025 | 0.063 |
| 2018 | -0.041 | 0.053 | 0.022 | -0.128 |
| 2017 | 0.040 | 0 | 0 | 0.020 |
| 2016 | -0.041 | -0.004 | 0.060 | 0.070 |
| 2015 | 0.131 | -0.014 | -0.115 | 0.084 |
| 2014 | 0.007 | 0.039 | 0.025 | 0.046 |
| 2013 | 0.079 | -0.016 | 0.040 | 0.047 |
| 2012 | 0.085 | -0.073 | 0.075 | 0.008 |
| 2011 | -0.039 | -0.016 | -0.105 | 0.069 |
| 2010 | 0.064 | -0.009 | 0.008 | 0.089 |
| 2009 | -0.013 | 0.111 | 0.121 | 0.053 |
| 2008 | -0.167 | -0.005 | -0.085 | -0.247 |
| 2007 | -0.002 | 0.060 | -0.028 | -0.018 |
| 2006 | 0.051 | -0.070 | 0.067 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | 0.036 |
| 5 years | 0.064 |
| 10 years | 0.040 |