Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.143 | 0 | 72 |
| 1 month | -0.027 | 0 | 24 |
| 3 months | -0.197 | 0 | 86 |
| 1 year | -0.087 | 0 | 57 |
| 3 years | 0.036 | 0 | 23 |
| 5 years | -0.011 | 0 | 56 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.099 | — |
| 2022 | -0.102 | — |
| 2021 | -0.011 | — |
| 2020 | 0.170 | — |
| 2019 | 0.334 | — |
| 2018 | -0.106 | — |
| 2017 | 0.092 | — |
| 2016 | -0.217 | — |
| 2015 | 0.233 | — |
| 2014 | 0.401 | — |
| 2013 | 0.476 | — |
| 2012 | 0.245 | — |
| 2011 | -0.040 | — |
| 2010 | 0.155 | — |
| 2009 | -0.038 | — |
| 2008 | -0.099 | — |
| 2007 | 0.041 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.119 | — | — | — |
| 2024 | 0.064 | 0.016 | -0.016 | -0.010 |
| 2023 | -0.061 | 0.059 | -0.021 | 0.129 |
| 2022 | -0.157 | -0.034 | 0.161 | -0.051 |
| 2021 | 0.010 | 0.000 | 0.019 | -0.039 |
| 2020 | -0.082 | 0.234 | 0.007 | 0.026 |
| 2019 | 0.206 | -0.009 | -0.067 | 0.196 |
| 2018 | -0.033 | 0.073 | 0.068 | -0.193 |
| 2017 | 0.119 | 0.001 | 0.038 | -0.060 |
| 2016 | -0.276 | 0.017 | 0.080 | -0.016 |
| 2015 | 0.284 | 0.037 | -0.167 | 0.111 |
| 2014 | 0.050 | 0.025 | 0.124 | 0.158 |
| 2013 | 0.192 | 0.036 | 0.168 | 0.023 |
| 2012 | 0.115 | 0.151 | 0.049 | -0.075 |
| 2011 | -0.015 | -0.004 | -0.129 | 0.122 |
| 2010 | 0.125 | -0.105 | 0.023 | 0.120 |
| 2009 | -0.003 | -0.040 | 0.034 | -0.028 |
| 2008 | -0.122 | 0.050 | 0.158 | -0.156 |
| 2007 | -0.027 | 0.047 | 0.074 | -0.048 |
| 2006 | 0.059 | 0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.141 |
| 3 years | 0.015 |
| 5 years | -0.023 |
| 10 years | 0.004 |