Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.186 | 0 | 94 |
| 1 month | -0.072 | 0 | 99 |
| 3 months | -0.206 | 0 | 93 |
| 1 year | -0.077 | 0 | 99 |
| 3 years | -0.002 | 0 | 100 |
| 5 years | 0.045 | 0 | 98 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.173 | — |
| 2022 | -0.248 | — |
| 2021 | 0.236 | — |
| 2020 | 0.062 | — |
| 2019 | 0.283 | — |
| 2018 | -0.047 | — |
| 2017 | 0.004 | — |
| 2016 | 0.030 | — |
| 2015 | -0.014 | — |
| 2014 | 0.217 | — |
| 2013 | 0.217 | — |
| 2012 | 0.067 | — |
| 2011 | -0.036 | — |
| 2010 | 0.189 | — |
| 2009 | 0.263 | — |
| 2008 | -0.389 | — |
| 2007 | -0.084 | — |
| 2006 | -0.010 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.123 | — | — | — |
| 2024 | 0.108 | -0.016 | 0.005 | 0.089 |
| 2023 | 0.064 | 0.056 | -0.050 | 0.100 |
| 2022 | -0.068 | -0.165 | 0.005 | -0.038 |
| 2021 | 0.067 | 0.063 | 0.005 | 0.085 |
| 2020 | -0.208 | 0.201 | 0.051 | 0.062 |
| 2019 | 0.142 | 0.021 | 0.040 | 0.059 |
| 2018 | -0.044 | 0.076 | 0.067 | -0.131 |
| 2017 | 0.036 | -0.052 | -0.010 | 0.033 |
| 2016 | -0.068 | -0.001 | 0.021 | 0.083 |
| 2015 | 0.131 | -0.045 | -0.102 | 0.017 |
| 2014 | 0.010 | 0.041 | 0.056 | 0.095 |
| 2013 | 0.130 | 0.008 | 0.013 | 0.054 |
| 2012 | 0.078 | -0.013 | 0.044 | -0.040 |
| 2011 | 0.011 | -0.033 | -0.096 | 0.091 |
| 2010 | 0.101 | -0.025 | 0.004 | 0.104 |
| 2009 | -0.049 | 0.119 | 0.136 | 0.044 |
| 2008 | -0.109 | 0.001 | -0.049 | -0.280 |
| 2007 | -0.006 | 0.051 | -0.052 | -0.075 |
| 2006 | 0.003 | -0.075 | 0.036 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.103 |
| 3 years | -0.005 |
| 5 years | 0.043 |
| 10 years | 0.026 |