Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 20 |
| 1 month | -0.046 | 0 | 100 |
| 3 months | -0.016 | 0 | 28 |
| 1 year | -0.021 | 0 | 99 |
| 3 years | 0.018 | 0 | 99 |
| 5 years | 0.091 | 0 | 74 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.022 | — |
| 2023 | 0.040 | — |
| 2022 | 0.044 | — |
| 2021 | 0.065 | — |
| 2020 | 0.134 | — |
| 2019 | 0.192 | — |
| 2018 | -0.209 | — |
| 2017 | 0.282 | — |
| 2016 | -0.008 | — |
| 2015 | 0.052 | — |
| 2014 | 0.042 | — |
| 2013 | 0.184 | — |
| 2012 | 0.079 | — |
| 2011 | 0.062 | — |
| 2010 | 0.099 | — |
| 2009 | 0.230 | — |
| 2008 | -0.362 | — |
| 2007 | 0.247 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.085 | — | — | — |
| 2024 | 0.022 | 0.005 | 0.074 | -0.113 |
| 2023 | 0.029 | -0.026 | 0.000 | 0.037 |
| 2022 | 0.102 | -0.112 | -0.097 | 0.180 |
| 2021 | 0.049 | 0.030 | -0.047 | 0.033 |
| 2020 | -0.221 | 0.235 | 0.032 | 0.142 |
| 2019 | 0.072 | 0.024 | 0.001 | 0.085 |
| 2018 | -0.047 | -0.022 | -0.024 | -0.131 |
| 2017 | 0.062 | 0.067 | 0.063 | 0.065 |
| 2016 | 0.004 | 0.040 | 0.023 | -0.071 |
| 2015 | 0.044 | -0.014 | -0.041 | 0.065 |
| 2014 | 0.016 | 0.020 | -0.025 | 0.032 |
| 2013 | 0.087 | 0.006 | 0.025 | 0.057 |
| 2012 | 0.087 | -0.021 | 0.042 | -0.028 |
| 2011 | 0.023 | 0.051 | -0.057 | 0.047 |
| 2010 | 0.034 | -0.095 | 0.104 | 0.064 |
| 2009 | -0.098 | 0.128 | 0.149 | 0.053 |
| 2008 | -0.132 | -0.020 | -0.041 | -0.218 |
| 2007 | 0.058 | 0.072 | 0.073 | 0.025 |
| 2006 | 0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.018 |
| 5 years | 0.091 |
| 10 years | 0.048 |