Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 92 |
| 1 month | 0.019 | 0 | 73 |
| 3 months | -0.069 | 0 | 91 |
| 1 year | -0.051 | 0 | 87 |
| 3 years | -0.035 | 0 | 88 |
| 5 years | 0.008 | 0 | 92 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.049 | — |
| 2023 | 0.069 | — |
| 2022 | -0.304 | — |
| 2021 | 0.132 | — |
| 2020 | 0.158 | — |
| 2019 | 0.295 | — |
| 2018 | -0.116 | — |
| 2017 | 0.290 | — |
| 2016 | 0.095 | — |
| 2015 | 0.210 | — |
| 2014 | 0.022 | — |
| 2013 | 0.223 | — |
| 2012 | 0.282 | — |
| 2011 | -0.118 | — |
| 2010 | 0.377 | — |
| 2009 | 0.324 | — |
| 2008 | -0.304 | — |
| 2007 | 0.170 | — |
| 2006 | 0.445 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.006 | -0.033 | 0.030 | -0.051 |
| 2023 | 0.078 | -0.037 | -0.048 | 0.081 |
| 2022 | -0.193 | -0.157 | -0.069 | 0.099 |
| 2021 | -0.005 | 0.089 | 0.033 | 0.011 |
| 2020 | -0.211 | 0.236 | 0.079 | 0.101 |
| 2019 | 0.108 | 0.097 | -0.012 | 0.079 |
| 2018 | -0.027 | 0.085 | 0.002 | -0.165 |
| 2017 | 0.094 | 0.089 | 0.038 | 0.044 |
| 2016 | -0.001 | -0.013 | 0.110 | 0.000 |
| 2015 | 0.096 | 0.011 | -0.012 | 0.105 |
| 2014 | 0.037 | -0.034 | -0.036 | 0.058 |
| 2013 | 0.117 | -0.014 | 0.047 | 0.060 |
| 2012 | 0.134 | -0.036 | 0.096 | 0.070 |
| 2011 | 0.011 | 0.040 | -0.175 | 0.016 |
| 2010 | 0.097 | -0.063 | 0.155 | 0.160 |
| 2009 | -0.071 | 0.130 | 0.201 | 0.050 |
| 2008 | -0.076 | -0.013 | -0.155 | -0.097 |
| 2007 | 0.146 | 0.082 | -0.068 | 0.013 |
| 2006 | 0.249 | -0.034 | 0.030 | 0.162 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | -0.035 |
| 5 years | 0.008 |
| 10 years | 0.048 |