Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 86 |
| 1 month | -0.044 | 0 | 62 |
| 3 months | -0.092 | 0 | 81 |
| 1 year | 0.027 | 0 | 61 |
| 3 years | -0.060 | 0 | 59 |
| 5 years | 0.039 | 0 | 38 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.064 | — |
| 2022 | -0.212 | — |
| 2021 | 0.379 | — |
| 2020 | -0.116 | — |
| 2019 | 0.256 | — |
| 2018 | -0.022 | — |
| 2017 | -0.013 | — |
| 2016 | 0.047 | — |
| 2015 | 0.110 | — |
| 2014 | 0.267 | — |
| 2013 | 0.026 | — |
| 2012 | 0.272 | — |
| 2011 | -0.017 | — |
| 2010 | 0.266 | — |
| 2009 | 0.276 | — |
| 2008 | -0.511 | — |
| 2007 | -0.142 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.013 | -0.010 | 0.106 | -0.032 |
| 2023 | -0.006 | 0.003 | -0.039 | 0.109 |
| 2022 | -0.016 | -0.115 | -0.065 | -0.032 |
| 2021 | 0.084 | 0.091 | 0.022 | 0.141 |
| 2020 | -0.228 | 0.092 | 0.001 | 0.047 |
| 2019 | 0.174 | -0.003 | 0.089 | -0.014 |
| 2018 | -0.066 | 0.103 | 0.008 | -0.058 |
| 2017 | 0.009 | -0.029 | -0.017 | 0.024 |
| 2016 | 0.001 | 0.048 | -0.010 | 0.008 |
| 2015 | 0.175 | -0.104 | -0.011 | 0.066 |
| 2014 | 0.022 | 0.076 | 0.025 | 0.124 |
| 2013 | 0.106 | -0.047 | -0.008 | -0.019 |
| 2012 | 0.101 | 0.068 | 0.047 | 0.034 |
| 2011 | -0.023 | 0.012 | -0.099 | 0.104 |
| 2010 | 0.104 | 0.016 | 0.056 | 0.069 |
| 2009 | -0.161 | 0.231 | 0.180 | 0.046 |
| 2008 | -0.169 | -0.079 | -0.080 | -0.305 |
| 2007 | 0.074 | -0.081 | -0.012 | -0.121 |
| 2006 | 0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | -0.066 |
| 5 years | 0.035 |
| 10 years | 0.023 |