Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.105 | 0 | — |
| 1 month | -0.036 | 0 | — |
| 3 months | -0.132 | 0 | — |
| 1 year | 0.012 | 0 | — |
| 3 years | 0.039 | 0 | — |
| 5 years | 0.080 | 0 | — |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.209 | — |
| 2023 | 0.138 | — |
| 2022 | -0.134 | — |
| 2021 | 0.221 | — |
| 2020 | 0.041 | — |
| 2019 | 0.235 | — |
| 2018 | -0.057 | — |
| 2017 | 0.045 | — |
| 2016 | 0.046 | — |
| 2015 | 0.068 | — |
| 2014 | 0.178 | — |
| 2013 | 0.138 | — |
| 2012 | 0.053 | — |
| 2011 | -0.088 | — |
| 2010 | 0.155 | — |
| 2009 | 0.223 | — |
| 2008 | -0.404 | — |
| 2007 | 0.059 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | — | — | — |
| 2024 | 0.093 | 0.020 | 0.018 | 0.066 |
| 2023 | 0.043 | 0.050 | -0.008 | 0.047 |
| 2022 | -0.029 | -0.097 | 0.008 | -0.019 |
| 2021 | 0.068 | 0.045 | 0.015 | 0.077 |
| 2020 | -0.163 | 0.123 | 0.033 | 0.072 |
| 2019 | 0.118 | 0.016 | 0.038 | 0.047 |
| 2018 | -0.047 | 0.064 | 0.039 | -0.105 |
| 2017 | 0.044 | -0.027 | -0.003 | 0.032 |
| 2016 | -0.057 | 0.022 | 0.033 | 0.050 |
| 2015 | 0.130 | -0.035 | -0.090 | 0.077 |
| 2014 | 0.008 | 0.039 | 0.053 | 0.068 |
| 2013 | 0.082 | -0.016 | 0.027 | 0.042 |
| 2012 | 0.058 | -0.024 | 0.037 | -0.016 |
| 2011 | -0.029 | -0.028 | -0.098 | 0.072 |
| 2010 | 0.057 | -0.028 | 0.027 | 0.095 |
| 2009 | -0.040 | 0.115 | 0.091 | 0.047 |
| 2008 | -0.143 | -0.008 | -0.130 | -0.194 |
| 2007 | 0.020 | 0.066 | -0.004 | -0.023 |
| 2006 | 0.015 | 0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.039 |
| 5 years | 0.080 |
| 10 years | 0.052 |