Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 82 |
| 1 month | -0.016 | 0 | 83 |
| 3 months | -0.012 | 0 | 79 |
| 1 year | 0.031 | 0 | 81 |
| 3 years | 0.006 | 0 | 63 |
| 5 years | 0.024 | 0 | 78 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.031 | — |
| 2022 | -0.263 | — |
| 2021 | -0.092 | — |
| 2020 | 0.327 | — |
| 2019 | 0.269 | — |
| 2018 | -0.214 | — |
| 2017 | 0.502 | — |
| 2016 | 0.053 | — |
| 2015 | -0.083 | — |
| 2014 | 0.091 | — |
| 2013 | 0.042 | — |
| 2012 | 0.159 | — |
| 2011 | -0.186 | — |
| 2010 | 0.123 | — |
| 2009 | 0.568 | — |
| 2008 | -0.534 | — |
| 2007 | 0.344 | — |
| 2006 | 0.282 | — |
| 2005 | 0.248 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.050 | 0.067 | 0.048 | -0.059 |
| 2023 | 0.046 | -0.023 | -0.043 | 0.054 |
| 2022 | -0.133 | -0.077 | -0.166 | 0.104 |
| 2021 | 0.056 | 0.007 | -0.113 | -0.039 |
| 2020 | -0.187 | 0.195 | 0.138 | 0.199 |
| 2019 | 0.171 | -0.014 | -0.016 | 0.118 |
| 2018 | -0.015 | -0.060 | -0.063 | -0.094 |
| 2017 | 0.144 | 0.112 | 0.054 | 0.120 |
| 2016 | 0.001 | 0.007 | 0.117 | -0.065 |
| 2015 | 0.038 | -0.004 | -0.168 | 0.066 |
| 2014 | -0.017 | 0.060 | -0.001 | 0.047 |
| 2013 | 0.007 | -0.058 | 0.040 | 0.056 |
| 2012 | 0.118 | -0.084 | 0.073 | 0.055 |
| 2011 | -0.004 | -0.008 | -0.201 | 0.030 |
| 2010 | -0.009 | -0.075 | 0.158 | 0.057 |
| 2009 | -0.060 | 0.312 | 0.193 | 0.066 |
| 2008 | -0.122 | -0.086 | -0.273 | -0.202 |
| 2007 | 0.016 | 0.151 | 0.195 | -0.038 |
| 2006 | 0.064 | -0.007 | 0.044 | 0.161 |
| 2005 | 0.012 | 0.036 | 0.094 | 0.089 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | -0.025 |
| 5 years | 0.006 |
| 10 years | 0.019 |