Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 33 |
| 1 month | -0.053 | 0 | 39 |
| 3 months | -0.026 | 0 | 36 |
| 1 year | -0.029 | 0 | 50 |
| 3 years | -0.084 | 0 | 90 |
| 5 years | 0.090 | 0 | 80 |
| 10 years | -0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.000 | — |
| 2023 | -0.115 | — |
| 2022 | 0.099 | — |
| 2021 | 0.279 | — |
| 2020 | 0.002 | — |
| 2019 | 0.010 | — |
| 2018 | -0.152 | — |
| 2017 | -0.017 | — |
| 2016 | 0.105 | — |
| 2015 | -0.262 | — |
| 2014 | -0.169 | — |
| 2013 | -0.094 | — |
| 2012 | -0.005 | — |
| 2011 | -0.068 | — |
| 2010 | 0.132 | — |
| 2009 | 0.155 | — |
| 2008 | -0.394 | — |
| 2007 | 0.228 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.009 | 0.012 | -0.008 | -0.013 |
| 2023 | -0.062 | -0.047 | 0.041 | -0.049 |
| 2022 | 0.225 | -0.059 | -0.063 | 0.018 |
| 2021 | 0.069 | 0.134 | 0.048 | 0.006 |
| 2020 | -0.192 | 0.051 | 0.075 | 0.097 |
| 2019 | 0.042 | -0.035 | -0.035 | 0.041 |
| 2018 | -0.007 | -0.007 | -0.033 | -0.111 |
| 2017 | -0.032 | -0.036 | 0.024 | 0.029 |
| 2016 | 0.015 | 0.115 | -0.045 | 0.023 |
| 2015 | -0.086 | 0.020 | -0.139 | -0.080 |
| 2014 | 0.041 | 0.010 | -0.112 | -0.111 |
| 2013 | -0.021 | -0.083 | 0.018 | -0.009 |
| 2012 | 0.050 | -0.079 | 0.079 | -0.046 |
| 2011 | 0.097 | -0.051 | -0.114 | 0.010 |
| 2010 | -0.043 | -0.062 | 0.113 | 0.132 |
| 2009 | -0.044 | 0.103 | 0.003 | 0.091 |
| 2008 | 0.102 | 0.182 | -0.285 | -0.349 |
| 2007 | 0.008 | 0.027 | 0.092 | 0.086 |
| 2006 | 0.015 | -0.105 | 0.010 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.106 |
| 3 years | -0.109 |
| 5 years | 0.073 |
| 10 years | -0.019 |