Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.069 | 0 | 93 |
| 1 month | -0.086 | 0 | 70 |
| 3 months | -0.072 | 0 | 93 |
| 1 year | 0.017 | 0 | 96 |
| 3 years | -0.032 | 0 | 96 |
| 5 years | -0.008 | 0 | 58 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.227 | — |
| 2023 | -0.181 | — |
| 2022 | -0.249 | — |
| 2021 | 0.077 | — |
| 2020 | 0.318 | — |
| 2019 | 0.084 | — |
| 2018 | -0.073 | — |
| 2017 | 0.280 | — |
| 2016 | 0.014 | — |
| 2015 | 0.127 | — |
| 2014 | 0.042 | — |
| 2013 | 0.035 | — |
| 2012 | 0.184 | — |
| 2011 | -0.088 | — |
| 2010 | 0.099 | — |
| 2009 | 0.212 | — |
| 2008 | -0.391 | — |
| 2007 | 0.203 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | 0.056 | 0.018 | 0.151 | -0.009 |
| 2023 | 0.046 | -0.114 | -0.017 | -0.101 |
| 2022 | -0.167 | 0.041 | -0.151 | 0.020 |
| 2021 | -0.031 | 0.025 | -0.005 | 0.089 |
| 2020 | -0.019 | 0.108 | 0.095 | 0.108 |
| 2019 | 0.079 | -0.028 | -0.023 | 0.058 |
| 2018 | 0.009 | -0.024 | -0.039 | -0.020 |
| 2017 | 0.126 | 0.036 | 0.011 | 0.086 |
| 2016 | -0.050 | 0.012 | 0.107 | -0.048 |
| 2015 | 0.157 | -0.022 | -0.081 | 0.083 |
| 2014 | 0.026 | 0.010 | -0.001 | 0.007 |
| 2013 | 0.003 | -0.046 | 0.046 | 0.035 |
| 2012 | 0.105 | -0.045 | 0.046 | 0.073 |
| 2011 | -0.023 | 0.017 | -0.120 | 0.043 |
| 2010 | -0.035 | -0.035 | 0.147 | 0.029 |
| 2009 | -0.036 | 0.164 | 0.071 | 0.008 |
| 2008 | -0.133 | -0.053 | -0.213 | -0.059 |
| 2007 | 0.024 | 0.078 | 0.102 | -0.011 |
| 2006 | 0.254 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | -0.032 |
| 5 years | -0.008 |
| 10 years | 0.023 |