Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 91 |
| 1 month | -0.082 | 0 | 97 |
| 3 months | -0.092 | 0 | 84 |
| 1 year | -0.042 | 0 | 59 |
| 3 years | -0.060 | 0 | 95 |
| 5 years | -0.024 | 0 | 98 |
| 10 years | -0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | -0.095 | — |
| 2022 | -0.290 | — |
| 2021 | 0.005 | — |
| 2020 | 0.088 | — |
| 2019 | 0.192 | — |
| 2018 | -0.166 | — |
| 2017 | 0.297 | — |
| 2016 | 0.050 | — |
| 2015 | -0.112 | — |
| 2014 | 0.107 | — |
| 2013 | -0.045 | — |
| 2012 | 0.093 | — |
| 2011 | -0.256 | — |
| 2010 | 0.039 | — |
| 2009 | 0.777 | — |
| 2008 | -0.566 | — |
| 2007 | 0.373 | — |
| 2006 | 0.278 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.071 | 0.058 | 0.018 | -0.010 |
| 2023 | 0.014 | -0.037 | -0.028 | -0.046 |
| 2022 | -0.170 | -0.045 | -0.103 | -0.001 |
| 2021 | 0.084 | 0.023 | -0.042 | -0.054 |
| 2020 | -0.218 | 0.160 | 0.050 | 0.142 |
| 2019 | 0.127 | -0.010 | -0.001 | 0.069 |
| 2018 | -0.001 | -0.048 | -0.065 | -0.062 |
| 2017 | 0.089 | 0.007 | 0.101 | 0.075 |
| 2016 | -0.070 | 0.009 | 0.115 | 0.003 |
| 2015 | -0.038 | 0.033 | -0.158 | 0.061 |
| 2014 | -0.060 | 0.093 | 0.069 | 0.008 |
| 2013 | 0.018 | -0.089 | 0.026 | 0.004 |
| 2012 | 0.087 | -0.093 | 0.072 | 0.035 |
| 2011 | -0.050 | -0.087 | -0.161 | 0.023 |
| 2010 | 0.041 | -0.049 | 0.030 | 0.020 |
| 2009 | 0.088 | 0.305 | 0.095 | 0.143 |
| 2008 | -0.227 | 0.038 | -0.218 | -0.307 |
| 2007 | 0.054 | 0.181 | 0.031 | 0.069 |
| 2006 | 0.152 | -0.117 | 0.087 | 0.156 |
| 2005 | 0.068 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.089 |
| 3 years | -0.076 |
| 5 years | -0.034 |
| 10 years | -0.025 |