Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.142 | 0 | 73 |
| 1 month | -0.049 | 0 | 96 |
| 3 months | -0.169 | 0 | 76 |
| 1 year | -0.052 | 0 | 80 |
| 3 years | -0.012 | 0 | 88 |
| 5 years | 0.066 | 0 | 86 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.108 | — |
| 2022 | -0.176 | — |
| 2021 | 0.144 | — |
| 2020 | 0.156 | — |
| 2019 | 0.289 | — |
| 2018 | -0.119 | — |
| 2017 | 0.148 | — |
| 2016 | 0.213 | — |
| 2015 | -0.018 | — |
| 2014 | 0.064 | — |
| 2013 | 0.383 | — |
| 2012 | 0.132 | — |
| 2011 | 0.014 | — |
| 2010 | 0.260 | — |
| 2009 | 0.468 | — |
| 2008 | -0.521 | — |
| 2007 | -0.087 | — |
| 2006 | 0.094 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.098 | — | — | — |
| 2024 | 0.034 | -0.051 | 0.098 | -0.006 |
| 2023 | 0.024 | 0.030 | -0.056 | 0.113 |
| 2022 | -0.074 | -0.166 | -0.017 | 0.086 |
| 2021 | 0.076 | 0.028 | 0 | 0.034 |
| 2020 | -0.281 | 0.220 | 0.051 | 0.254 |
| 2019 | 0.141 | 0.049 | 0.001 | 0.076 |
| 2018 | -0.010 | 0.066 | 0.034 | -0.192 |
| 2017 | 0.030 | 0.031 | 0.042 | 0.037 |
| 2016 | 0.024 | 0.027 | 0.066 | 0.081 |
| 2015 | 0.044 | -0.005 | -0.092 | 0.041 |
| 2014 | 0.011 | 0.009 | -0.045 | 0.093 |
| 2013 | 0.158 | 0.002 | 0.079 | 0.105 |
| 2012 | 0.129 | -0.048 | 0.050 | 0.004 |
| 2011 | 0.068 | -0.005 | -0.195 | 0.186 |
| 2010 | 0.060 | -0.076 | 0.101 | 0.168 |
| 2009 | -0.041 | 0.305 | 0.149 | 0.021 |
| 2008 | -0.187 | -0.011 | -0.092 | -0.344 |
| 2007 | -0.009 | 0.058 | -0.037 | -0.095 |
| 2006 | 0.118 | -0.070 | -0.038 | 0.094 |
| 2005 | 0.033 | 0.077 | 0.006 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.104 |
| 3 years | -0.030 |
| 5 years | 0.054 |
| 10 years | 0.047 |