Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 56 |
| 1 month | -0.005 | 0 | 58 |
| 3 months | -0.080 | 0 | 61 |
| 1 year | -0.013 | 0 | 44 |
| 3 years | 0.024 | 0 | 66 |
| 5 years | 0.040 | 0 | 94 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.017 | — |
| 2023 | 0.151 | — |
| 2022 | -0.188 | — |
| 2021 | 0.170 | — |
| 2020 | 0.033 | — |
| 2019 | 0.397 | — |
| 2018 | -0.050 | — |
| 2017 | 0.151 | — |
| 2016 | -0.008 | — |
| 2015 | 0.243 | — |
| 2014 | 0.049 | — |
| 2013 | 0.183 | — |
| 2012 | 0.289 | — |
| 2011 | -0.106 | — |
| 2010 | 0.225 | — |
| 2009 | 0.360 | — |
| 2008 | -0.434 | — |
| 2007 | 0.010 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.065 | -0.024 | 0.025 | -0.046 |
| 2023 | 0.111 | 0.013 | -0.050 | 0.077 |
| 2022 | -0.118 | -0.099 | -0.033 | 0.056 |
| 2021 | 0.035 | 0.063 | 0.015 | 0.047 |
| 2020 | -0.147 | 0.161 | 0.024 | 0.018 |
| 2019 | 0.194 | 0.060 | 0.014 | 0.088 |
| 2018 | -0.035 | 0.109 | 0.028 | -0.136 |
| 2017 | 0.073 | 0.038 | 0.016 | 0.017 |
| 2016 | -0.054 | 0.008 | 0.034 | 0.006 |
| 2015 | 0.188 | 0.004 | -0.034 | 0.079 |
| 2014 | 0.015 | 0.012 | -0.008 | 0.030 |
| 2013 | 0.099 | -0.026 | 0.055 | 0.048 |
| 2012 | 0.156 | -0.016 | 0.077 | 0.051 |
| 2011 | -0.016 | 0.009 | -0.160 | 0.072 |
| 2010 | 0.098 | -0.016 | 0.069 | 0.061 |
| 2009 | -0.070 | 0.194 | 0.144 | 0.070 |
| 2008 | -0.109 | -0.024 | -0.160 | -0.225 |
| 2007 | 0.034 | 0.061 | -0.050 | -0.031 |
| 2006 | 0.129 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | 0.005 |
| 5 years | 0.029 |
| 10 years | 0.054 |