Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 46 |
| 1 month | 0.018 | 0 | 38 |
| 3 months | -0.020 | 0 | 50 |
| 1 year | 0.012 | 0 | 50 |
| 3 years | 0.031 | 0 | 22 |
| 5 years | 0.123 | 0 | 11 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.089 | — |
| 2022 | -0.145 | — |
| 2021 | 0.223 | — |
| 2020 | 0.146 | — |
| 2019 | 0.355 | — |
| 2018 | -0.225 | — |
| 2017 | 0.267 | — |
| 2016 | 0.065 | — |
| 2015 | 0.239 | — |
| 2014 | 0.008 | — |
| 2013 | 0.384 | — |
| 2012 | 0.274 | — |
| 2011 | -0.215 | — |
| 2010 | 0.404 | — |
| 2009 | 1.015 | — |
| 2008 | -0.632 | — |
| 2007 | -0.055 | — |
| 2006 | 0.390 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.028 | 0.068 | 0.007 | -0.051 |
| 2023 | 0.064 | -0.003 | -0.058 | 0.090 |
| 2022 | -0.076 | -0.120 | -0.097 | 0.165 |
| 2021 | 0.153 | 0.045 | -0.007 | 0.022 |
| 2020 | -0.335 | 0.288 | 0.070 | 0.251 |
| 2019 | 0.139 | 0.050 | -0.007 | 0.141 |
| 2018 | -0.035 | 0.018 | -0.032 | -0.186 |
| 2017 | 0.109 | 0.068 | 0.056 | 0.013 |
| 2016 | -0.044 | -0.045 | 0.110 | 0.051 |
| 2015 | 0.195 | 0.020 | -0.061 | 0.082 |
| 2014 | 0.070 | -0.007 | -0.051 | 0.001 |
| 2013 | 0.081 | 0.017 | 0.156 | 0.090 |
| 2012 | 0.226 | -0.121 | 0.113 | 0.062 |
| 2011 | 0.015 | -0.037 | -0.249 | 0.068 |
| 2010 | 0.111 | -0.035 | 0.104 | 0.187 |
| 2009 | 0.003 | 0.461 | 0.286 | 0.069 |
| 2008 | -0.217 | -0.029 | -0.233 | -0.369 |
| 2007 | 0.122 | 0.084 | -0.101 | -0.136 |
| 2006 | 0.195 | -0.079 | 0.067 | 0.184 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | 0.013 |
| 5 years | 0.112 |
| 10 years | 0.067 |