Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | — |
| 1 month | -0.008 | 0 | — |
| 3 months | 0.023 | 0 | — |
| 1 year | 0.103 | 0 | — |
| 3 years | 0.002 | 0 | — |
| 5 years | 0.003 | 0 | — |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | -0.065 | — |
| 2022 | -0.227 | — |
| 2021 | -0.121 | — |
| 2020 | 0.183 | — |
| 2019 | 0.279 | — |
| 2018 | -0.098 | — |
| 2017 | 0.433 | — |
| 2016 | 0.100 | — |
| 2015 | -0.129 | — |
| 2014 | -0.018 | — |
| 2013 | -0.009 | — |
| 2012 | 0.146 | — |
| 2011 | -0.219 | — |
| 2010 | 0.070 | — |
| 2009 | 0.853 | — |
| 2008 | -0.577 | — |
| 2007 | 0.553 | — |
| 2006 | 0.546 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | — | — | — |
| 2024 | 0.011 | 0.055 | 0.136 | -0.094 |
| 2023 | 0.000 | -0.019 | -0.041 | -0.006 |
| 2022 | -0.139 | -0.059 | -0.126 | 0.092 |
| 2021 | 0.004 | 0.041 | -0.090 | -0.075 |
| 2020 | -0.228 | 0.194 | 0.099 | 0.167 |
| 2019 | 0.138 | 0.034 | -0.026 | 0.115 |
| 2018 | 0.038 | -0.039 | -0.031 | -0.066 |
| 2017 | 0.105 | 0.061 | 0.138 | 0.074 |
| 2016 | -0.007 | 0.034 | 0.129 | -0.051 |
| 2015 | 0.026 | 0.020 | -0.191 | 0.029 |
| 2014 | -0.037 | 0.091 | -0.049 | -0.017 |
| 2013 | -0.031 | -0.082 | 0.103 | 0.011 |
| 2012 | 0.130 | -0.106 | 0.065 | 0.065 |
| 2011 | 0.028 | -0.024 | -0.247 | 0.036 |
| 2010 | -0.016 | -0.086 | 0.134 | 0.048 |
| 2009 | 0.053 | 0.369 | 0.154 | 0.114 |
| 2008 | -0.156 | 0.044 | -0.351 | -0.260 |
| 2007 | 0.000 | 0.158 | 0.255 | 0.069 |
| 2006 | 0.179 | -0.005 | 0.061 | 0.244 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | -0.001 |
| 5 years | 0.001 |
| 10 years | 0.021 |