Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 35 |
| 1 month | -0.055 | 0 | 41 |
| 3 months | -0.093 | 0 | 46 |
| 1 year | -0.097 | 0 | 33 |
| 3 years | -0.052 | 0 | 61 |
| 5 years | 0.084 | 0 | 66 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | -0.065 | — |
| 2022 | 0.009 | — |
| 2021 | 0.161 | — |
| 2020 | 0.362 | — |
| 2019 | 0.413 | — |
| 2018 | -0.107 | — |
| 2017 | -0.022 | — |
| 2016 | 0.661 | — |
| 2015 | 0.153 | — |
| 2014 | 0.091 | — |
| 2013 | -0.582 | — |
| 2012 | -0.198 | — |
| 2011 | -0.307 | — |
| 2010 | 0.221 | — |
| 2009 | 0.128 | — |
| 2008 | -0.645 | — |
| 2007 | -0.185 | — |
| 2006 | 0.486 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | -0.024 | 0.106 | 0.050 | -0.073 |
| 2023 | -0.022 | -0.048 | -0.051 | 0.059 |
| 2022 | 0.169 | -0.209 | -0.042 | 0.138 |
| 2021 | 0.076 | 0.017 | -0.060 | 0.129 |
| 2020 | -0.246 | 0.374 | 0.097 | 0.198 |
| 2019 | 0.149 | 0.022 | 0.091 | 0.103 |
| 2018 | -0.061 | 0.085 | -0.175 | 0.062 |
| 2017 | 0.037 | -0.076 | -0.009 | 0.030 |
| 2016 | 0.344 | 0.451 | 0.022 | -0.167 |
| 2015 | 0.211 | 0.074 | -0.171 | 0.069 |
| 2014 | 0.307 | 0.106 | -0.089 | -0.172 |
| 2013 | -0.114 | -0.519 | 0.293 | -0.240 |
| 2012 | -0.052 | -0.179 | 0.203 | -0.144 |
| 2011 | -0.125 | -0.153 | -0.069 | 0.005 |
| 2010 | -0.065 | -0.037 | 0.033 | 0.312 |
| 2009 | 0.175 | -0.059 | -0.061 | 0.086 |
| 2008 | -0.112 | 0.034 | -0.351 | -0.404 |
| 2007 | 0.172 | -0.056 | -0.121 | -0.162 |
| 2006 | 0.323 | -0.163 | 0.073 | 0.249 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.142 |
| 3 years | -0.068 |
| 5 years | 0.073 |
| 10 years | 0.097 |