Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 74 |
| 1 month | -0.010 | 0 | 77 |
| 3 months | -0.076 | 0 | 80 |
| 1 year | -0.110 | 0 | 46 |
| 3 years | 0.112 | 0 | 29 |
| 5 years | 0.128 | 0 | 43 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.259 | — |
| 2022 | -0.122 | — |
| 2021 | 0.246 | — |
| 2020 | 0.121 | — |
| 2019 | 0.066 | — |
| 2018 | -0.161 | — |
| 2017 | 0.371 | — |
| 2016 | 0.011 | — |
| 2015 | -0.062 | — |
| 2014 | 0.404 | — |
| 2013 | -0.057 | — |
| 2012 | 0.217 | — |
| 2011 | -0.321 | — |
| 2010 | 0.264 | — |
| 2009 | 0.789 | — |
| 2008 | -0.566 | — |
| 2007 | 0.663 | — |
| 2006 | 0.445 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | 0.089 | -0.076 | — |
| 2024 | 0.056 | 0.072 | 0.062 | -0.053 |
| 2023 | -0.016 | 0.116 | 0.038 | 0.104 |
| 2022 | -0.062 | -0.131 | 0.056 | 0.020 |
| 2021 | 0.055 | 0.061 | 0.120 | -0.006 |
| 2020 | -0.315 | 0.178 | 0.122 | 0.237 |
| 2019 | 0.036 | 0.037 | -0.053 | 0.049 |
| 2018 | -0.077 | -0.028 | -0.110 | 0.051 |
| 2017 | 0.190 | 0.029 | 0.008 | 0.111 |
| 2016 | -0.020 | 0.062 | 0.080 | -0.100 |
| 2015 | 0.056 | -0.040 | -0.058 | -0.018 |
| 2014 | 0.088 | 0.158 | 0.038 | 0.073 |
| 2013 | -0.039 | -0.076 | -0.062 | 0.132 |
| 2012 | 0.188 | -0.096 | 0.108 | 0.023 |
| 2011 | -0.030 | -0.016 | -0.179 | -0.135 |
| 2010 | 0.074 | -0.022 | 0.193 | 0.008 |
| 2009 | -0.034 | 0.472 | 0.155 | 0.089 |
| 2008 | -0.259 | -0.189 | -0.037 | -0.250 |
| 2007 | -0.028 | 0.240 | 0.149 | 0.200 |
| 2006 | 0.181 | -0.125 | 0.188 | 0.178 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.137 |
| 3 years | 0.101 |
| 5 years | 0.121 |
| 10 years | 0.069 |