Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.079 | 0 | 69 |
| 1 month | -0.024 | 0 | 51 |
| 3 months | -0.130 | 0 | 80 |
| 1 year | 0.006 | 0 | 52 |
| 3 years | 0.076 | 0 | 45 |
| 5 years | 0.124 | 0 | 48 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.215 | — |
| 2023 | 0.148 | — |
| 2022 | -0.120 | — |
| 2021 | 0.188 | — |
| 2020 | 0.134 | — |
| 2019 | 0.332 | — |
| 2018 | -0.128 | — |
| 2017 | 0.111 | — |
| 2016 | 0.170 | — |
| 2015 | 0.089 | — |
| 2014 | 0.077 | — |
| 2013 | 0.236 | — |
| 2012 | 0.197 | — |
| 2011 | -0.110 | — |
| 2010 | 0.365 | — |
| 2009 | 0.460 | — |
| 2008 | -0.496 | — |
| 2007 | 0.165 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.125 | -0.006 | 0.037 | 0.048 |
| 2023 | 0.061 | 0.052 | -0.031 | 0.062 |
| 2022 | -0.062 | -0.143 | 0.009 | 0.085 |
| 2021 | 0.108 | 0.008 | 0.008 | 0.056 |
| 2020 | -0.251 | 0.208 | 0.071 | 0.169 |
| 2019 | 0.159 | 0.026 | 0.045 | 0.071 |
| 2018 | -0.044 | 0.029 | 0.075 | -0.175 |
| 2017 | 0.054 | 0.010 | 0.020 | 0.023 |
| 2016 | -0.026 | -0.002 | 0.087 | 0.108 |
| 2015 | 0.186 | -0.047 | -0.141 | 0.122 |
| 2014 | 0.022 | 0.018 | -0.008 | 0.044 |
| 2013 | 0.089 | -0.024 | 0.072 | 0.085 |
| 2012 | 0.134 | -0.065 | 0.055 | 0.070 |
| 2011 | -0.002 | -0.013 | -0.167 | 0.084 |
| 2010 | 0.130 | -0.008 | 0.057 | 0.152 |
| 2009 | -0.076 | 0.297 | 0.174 | 0.038 |
| 2008 | -0.129 | -0.036 | -0.187 | -0.262 |
| 2007 | 0.070 | 0.129 | -0.008 | -0.028 |
| 2006 | 0.009 | 0.135 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | 0.058 |
| 5 years | 0.112 |
| 10 years | 0.075 |