Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.245 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | 0.136 | 0 | — |
| 1 year | 0.129 | 0 | — |
| 3 years | -0.024 | 0 | — |
| 5 years | -0.142 | 0 | — |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.156 | — |
| 2023 | -0.138 | — |
| 2022 | -0.591 | — |
| 2021 | 0.185 | — |
| 2020 | 0.002 | — |
| 2019 | 0.315 | — |
| 2018 | 0.052 | — |
| 2017 | 0.043 | — |
| 2016 | 0.711 | — |
| 2015 | 0.110 | — |
| 2014 | -0.466 | — |
| 2013 | 0.061 | — |
| 2012 | 0.042 | — |
| 2011 | -0.284 | — |
| 2010 | 0.343 | — |
| 2009 | 1.160 | — |
| 2008 | -0.607 | — |
| 2007 | 0.346 | — |
| 2006 | 0.567 | — |
| 2005 | 0.663 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.084 | 0.149 | — | — |
| 2024 | 0.074 | -0.119 | -0.139 | 0.037 |
| 2023 | -0.208 | 0.001 | 0.101 | -0.013 |
| 2022 | -0.639 | 0.305 | -0.096 | -0.040 |
| 2021 | 0.000 | 0.111 | 0.124 | -0.051 |
| 2020 | -0.251 | 0.244 | 0.007 | 0.067 |
| 2019 | 0.111 | 0.134 | -0.006 | 0.050 |
| 2018 | 0.053 | 0.012 | 0.038 | -0.050 |
| 2017 | -0.008 | -0.071 | 0.154 | -0.018 |
| 2016 | 0.104 | 0.116 | 0.164 | 0.193 |
| 2015 | 0.197 | -0.013 | -0.089 | 0.031 |
| 2014 | -0.215 | 0.105 | -0.117 | -0.302 |
| 2013 | 0.050 | -0.047 | 0.024 | 0.034 |
| 2012 | 0.109 | -0.133 | 0.069 | 0.014 |
| 2011 | 0.031 | -0.065 | -0.271 | 0.020 |
| 2010 | 0.171 | -0.149 | 0.076 | 0.253 |
| 2009 | 0.231 | 0.207 | 0.308 | 0.112 |
| 2008 | -0.099 | 0.094 | -0.381 | -0.356 |
| 2007 | 0.076 | 0.004 | 0.091 | 0.142 |
| 2006 | 0.229 | -0.026 | 0.100 | 0.191 |
| 2005 | 0.045 | 0.074 | 0.412 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | -0.024 |
| 5 years | -0.142 |
| 10 years | 0.007 |