Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 13 |
| 1 month | -0.008 | 0 | 12 |
| 3 months | -0.064 | 0 | 14 |
| 1 year | 0.047 | 0 | 17 |
| 3 years | -0.011 | 0 | 66 |
| 5 years | 0.032 | 0 | 74 |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.013 | — |
| 2022 | -0.118 | — |
| 2021 | 0.015 | — |
| 2020 | 0.090 | — |
| 2019 | 0.198 | — |
| 2018 | -0.108 | — |
| 2017 | 0.184 | — |
| 2016 | 0.076 | — |
| 2015 | -0.009 | — |
| 2014 | 0.152 | — |
| 2013 | -0.056 | — |
| 2012 | 0.141 | — |
| 2011 | -0.182 | — |
| 2010 | 0.266 | — |
| 2009 | 0.610 | — |
| 2008 | -0.487 | — |
| 2007 | 0.163 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.002 | 0.028 | 0.094 | -0.024 |
| 2023 | 0.000 | -0.026 | -0.022 | 0.063 |
| 2022 | -0.038 | -0.047 | -0.079 | 0.044 |
| 2021 | 0.072 | 0.022 | -0.073 | -0.001 |
| 2020 | -0.198 | 0.153 | 0.039 | 0.134 |
| 2019 | 0.130 | -0.009 | 0.000 | 0.070 |
| 2018 | -0.035 | 0.015 | -0.012 | -0.079 |
| 2017 | 0.109 | -0.007 | 0.017 | 0.058 |
| 2016 | -0.032 | 0.024 | 0.081 | 0.004 |
| 2015 | 0.171 | -0.050 | -0.171 | 0.075 |
| 2014 | 0.017 | 0.058 | 0.037 | 0.031 |
| 2013 | 0.046 | -0.103 | 0.002 | 0.003 |
| 2012 | 0.069 | -0.014 | 0.053 | 0.028 |
| 2011 | -0.054 | -0.026 | -0.173 | 0.074 |
| 2010 | 0.081 | 0.018 | 0.055 | 0.091 |
| 2009 | 0.055 | 0.227 | 0.158 | 0.074 |
| 2008 | -0.186 | -0.041 | -0.157 | -0.221 |
| 2007 | -0.026 | 0.133 | 0.131 | -0.069 |
| 2006 | 0.074 | 0.120 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | -0.020 |
| 5 years | 0.026 |
| 10 years | 0.013 |