Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.145 | 0 | 98 |
| 1 month | -0.071 | 0 | 99 |
| 3 months | -0.174 | 0 | 99 |
| 1 year | -0.043 | 0 | 94 |
| 3 years | 0.056 | 0 | 50 |
| 5 years | 0.130 | 0 | 13 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.239 | — |
| 2023 | 0.216 | — |
| 2022 | -0.099 | — |
| 2021 | 0.314 | — |
| 2020 | 0.100 | — |
| 2019 | 0.293 | — |
| 2018 | -0.104 | — |
| 2017 | 0.069 | — |
| 2016 | 0.117 | — |
| 2015 | 0.094 | — |
| 2014 | 0.180 | — |
| 2013 | 0.182 | — |
| 2012 | 0.132 | — |
| 2011 | -0.130 | — |
| 2010 | 0.223 | — |
| 2009 | 0.582 | — |
| 2008 | -0.447 | — |
| 2007 | -0.005 | — |
| 2006 | 0.152 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | 0.137 | 0.049 | -0.018 | 0.059 |
| 2023 | 0.070 | 0.050 | 0.005 | 0.078 |
| 2022 | 0.006 | -0.144 | 0.035 | 0.010 |
| 2021 | 0.129 | 0.054 | 0.031 | 0.072 |
| 2020 | -0.192 | 0.160 | 0.044 | 0.125 |
| 2019 | 0.141 | 0.029 | 0.031 | 0.068 |
| 2018 | -0.061 | 0.069 | 0.025 | -0.129 |
| 2017 | 0.056 | -0.044 | 0.010 | 0.048 |
| 2016 | -0.082 | 0.009 | 0.084 | 0.112 |
| 2015 | 0.171 | -0.033 | -0.120 | 0.098 |
| 2014 | 0.004 | 0.072 | 0.039 | 0.057 |
| 2013 | 0.089 | -0.027 | 0.061 | 0.050 |
| 2012 | 0.108 | -0.023 | 0.051 | -0.005 |
| 2011 | -0.031 | -0.011 | -0.169 | 0.092 |
| 2010 | 0.110 | -0.036 | 0.053 | 0.085 |
| 2009 | 0.011 | 0.248 | 0.140 | 0.101 |
| 2008 | -0.201 | -0.008 | -0.103 | -0.221 |
| 2007 | 0.047 | 0.060 | -0.051 | -0.056 |
| 2006 | 0.062 | -0.052 | 0.066 | 0.073 |
| 2005 | 0.110 | 0.091 | 0.087 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.096 |
| 3 years | 0.036 |
| 5 years | 0.118 |
| 10 years | 0.076 |