Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 82 |
| 1 month | -0.013 | 0 | 78 |
| 3 months | -0.012 | 0 | 79 |
| 1 year | 0.024 | 0 | 85 |
| 3 years | -0.016 | 0 | 86 |
| 5 years | 0.021 | 0 | 82 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | -0.003 | — |
| 2022 | -0.241 | — |
| 2021 | -0.079 | — |
| 2020 | 0.343 | — |
| 2019 | 0.263 | — |
| 2018 | -0.125 | — |
| 2017 | 0.482 | — |
| 2016 | 0.042 | — |
| 2015 | -0.089 | — |
| 2014 | -0.025 | — |
| 2013 | 0.082 | — |
| 2012 | 0.198 | — |
| 2011 | -0.208 | — |
| 2010 | 0.243 | — |
| 2009 | 0.688 | — |
| 2008 | -0.524 | — |
| 2007 | 0.492 | — |
| 2006 | 0.398 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.018 | 0.076 | 0.052 | -0.072 |
| 2023 | 0.037 | -0.008 | -0.070 | 0.041 |
| 2022 | -0.115 | -0.095 | -0.149 | 0.112 |
| 2021 | 0.032 | 0.024 | -0.093 | -0.039 |
| 2020 | -0.176 | 0.200 | 0.134 | 0.197 |
| 2019 | 0.124 | 0.015 | -0.015 | 0.125 |
| 2018 | -0.009 | -0.034 | -0.018 | -0.069 |
| 2017 | 0.145 | 0.096 | 0.070 | 0.103 |
| 2016 | -0.018 | 0.014 | 0.139 | -0.082 |
| 2015 | 0.031 | 0.004 | -0.162 | 0.050 |
| 2014 | -0.021 | 0.044 | -0.051 | 0.006 |
| 2013 | 0.025 | -0.037 | 0.069 | 0.026 |
| 2012 | 0.119 | -0.082 | 0.116 | 0.045 |
| 2011 | 0.019 | 0.007 | -0.234 | 0.007 |
| 2010 | 0.044 | -0.075 | 0.197 | 0.075 |
| 2009 | 0.027 | 0.322 | 0.159 | 0.073 |
| 2008 | -0.173 | -0.061 | -0.229 | -0.205 |
| 2007 | 0.031 | 0.190 | 0.234 | -0.015 |
| 2006 | 0.146 | -0.038 | 0.072 | 0.183 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | -0.034 |
| 5 years | 0.009 |
| 10 years | 0.029 |