Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 56 |
| 1 month | 0.025 | 0 | 24 |
| 3 months | -0.007 | 0 | 38 |
| 1 year | 0.012 | 0 | 51 |
| 3 years | -0.022 | 0 | 61 |
| 5 years | 0.052 | 0 | 68 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.006 | — |
| 2023 | 0.047 | — |
| 2022 | -0.256 | — |
| 2021 | 0.247 | — |
| 2020 | 0.070 | — |
| 2019 | 0.341 | — |
| 2018 | -0.162 | — |
| 2017 | 0.205 | — |
| 2016 | -0.052 | — |
| 2015 | 0.216 | — |
| 2014 | 0.066 | — |
| 2013 | 0.309 | — |
| 2012 | 0.258 | — |
| 2011 | -0.177 | — |
| 2010 | 0.333 | — |
| 2009 | 0.717 | — |
| 2008 | -0.570 | — |
| 2007 | -0.053 | — |
| 2006 | 0.314 | — |
| 2005 | 0.451 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.014 | 0.015 | 0.039 | -0.059 |
| 2023 | 0.017 | -0.007 | -0.039 | 0.079 |
| 2022 | -0.134 | -0.136 | -0.087 | 0.089 |
| 2021 | 0.090 | 0.045 | 0.058 | 0.035 |
| 2020 | -0.261 | 0.186 | 0.058 | 0.154 |
| 2019 | 0.143 | 0.033 | 0.008 | 0.126 |
| 2018 | -0.009 | 0.045 | -0.015 | -0.179 |
| 2017 | 0.073 | 0.041 | 0.061 | 0.017 |
| 2016 | -0.076 | -0.058 | 0.078 | 0.011 |
| 2015 | 0.171 | 0.040 | -0.057 | 0.059 |
| 2014 | 0.081 | 0.006 | -0.036 | 0.017 |
| 2013 | 0.067 | 0.011 | 0.092 | 0.111 |
| 2012 | 0.168 | -0.054 | 0.082 | 0.052 |
| 2011 | -0.032 | -0.001 | -0.183 | 0.043 |
| 2010 | 0.079 | -0.056 | 0.105 | 0.184 |
| 2009 | 0.028 | 0.311 | 0.205 | 0.058 |
| 2008 | -0.150 | -0.041 | -0.194 | -0.346 |
| 2007 | 0.078 | 0.068 | -0.094 | -0.092 |
| 2006 | 0.184 | -0.081 | 0.074 | 0.124 |
| 2005 | 0.145 | 0.040 | 0.185 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.039 |
| 3 years | -0.039 |
| 5 years | 0.041 |
| 10 years | 0.027 |