Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 47 |
| 1 month | -0.044 | 0 | 72 |
| 3 months | -0.024 | 0 | 69 |
| 1 year | 0.014 | 0 | 78 |
| 3 years | -0.087 | 0 | 77 |
| 5 years | -0.022 | 0 | 71 |
| 10 years | -0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.243 | — |
| 2022 | -0.287 | — |
| 2021 | -0.048 | — |
| 2020 | 0.700 | — |
| 2019 | 0.502 | — |
| 2018 | -0.284 | — |
| 2017 | 0.486 | — |
| 2016 | -0.115 | — |
| 2015 | -0.008 | — |
| 2014 | 0.333 | — |
| 2013 | 0.053 | — |
| 2012 | 0.130 | — |
| 2011 | -0.251 | — |
| 2010 | 0.014 | — |
| 2009 | 0.832 | — |
| 2008 | -0.626 | — |
| 2007 | 1.572 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | -0.034 | -0.024 | 0.211 | -0.085 |
| 2023 | 0.025 | -0.135 | -0.078 | -0.073 |
| 2022 | -0.198 | 0.017 | -0.191 | 0.081 |
| 2021 | -0.068 | 0.122 | -0.118 | 0.032 |
| 2020 | -0.069 | 0.271 | 0.163 | 0.234 |
| 2019 | 0.338 | 0.010 | 0.013 | 0.098 |
| 2018 | 0.027 | -0.096 | -0.098 | -0.146 |
| 2017 | 0.069 | 0.150 | 0.079 | 0.119 |
| 2016 | -0.051 | -0.018 | 0.025 | -0.073 |
| 2015 | 0.120 | 0.083 | -0.291 | 0.154 |
| 2014 | -0.142 | 0.023 | 0.070 | 0.419 |
| 2013 | 0.008 | -0.055 | 0.119 | -0.012 |
| 2012 | 0.052 | 0.000 | -0.032 | 0.109 |
| 2011 | 0.022 | -0.053 | -0.195 | -0.039 |
| 2010 | -0.046 | -0.182 | 0.229 | 0.058 |
| 2009 | 0.288 | 0.308 | -0.053 | 0.148 |
| 2008 | -0.273 | -0.224 | -0.171 | -0.200 |
| 2007 | 0.215 | 0.442 | 0.400 | 0.048 |
| 2006 | 0.038 | 0.585 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | -0.103 |
| 5 years | -0.032 |
| 10 years | -0.008 |