Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 49 |
| 1 month | -0.085 | 0 | 55 |
| 3 months | -0.082 | 0 | 56 |
| 1 year | -0.093 | 0 | 83 |
| 3 years | -0.078 | 0 | 83 |
| 5 years | 0.094 | 0 | 79 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.008 | — |
| 2023 | -0.110 | — |
| 2022 | 0.111 | — |
| 2021 | 0.231 | — |
| 2020 | 0.026 | — |
| 2019 | 0.188 | — |
| 2018 | -0.167 | — |
| 2017 | 0.159 | — |
| 2016 | 0.163 | — |
| 2015 | -0.262 | — |
| 2014 | -0.198 | — |
| 2013 | -0.098 | — |
| 2012 | -0.034 | — |
| 2011 | -0.129 | — |
| 2010 | 0.131 | — |
| 2009 | 0.231 | — |
| 2008 | -0.428 | — |
| 2007 | 0.112 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | — | — | — |
| 2024 | 0.019 | 0.061 | -0.027 | -0.042 |
| 2023 | -0.049 | -0.078 | 0.052 | -0.036 |
| 2022 | 0.207 | -0.080 | -0.100 | 0.112 |
| 2021 | 0.089 | 0.105 | -0.046 | 0.072 |
| 2020 | -0.241 | 0.139 | 0.084 | 0.096 |
| 2019 | 0.135 | -0.019 | 0.011 | 0.055 |
| 2018 | -0.016 | 0.016 | -0.037 | -0.136 |
| 2017 | 0.026 | -0.045 | 0.091 | 0.084 |
| 2016 | 0.025 | 0.092 | 0.049 | -0.009 |
| 2015 | -0.047 | -0.007 | -0.133 | -0.100 |
| 2014 | -0.004 | 0.065 | -0.104 | -0.156 |
| 2013 | -0.015 | -0.124 | 0.051 | -0.004 |
| 2012 | 0.008 | -0.055 | 0.085 | -0.066 |
| 2011 | 0.061 | -0.071 | -0.117 | 0.000 |
| 2010 | -0.051 | -0.055 | 0.114 | 0.132 |
| 2009 | -0.031 | 0.116 | 0.045 | 0.089 |
| 2008 | 0.094 | 0.156 | -0.287 | -0.366 |
| 2007 | 0.038 | -0.005 | 0.048 | 0.027 |
| 2006 | -0.074 | 0.046 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.138 |
| 3 years | -0.093 |
| 5 years | 0.083 |
| 10 years | 0.010 |