Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 94 |
| 1 month | 0.002 | 0 | 74 |
| 3 months | -0.086 | 0 | 91 |
| 1 year | -0.053 | 0 | 91 |
| 3 years | -0.045 | 0 | 93 |
| 5 years | 0.006 | 0 | 93 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.009 | — |
| 2023 | 0.088 | — |
| 2022 | -0.345 | — |
| 2021 | 0.199 | — |
| 2020 | 0.090 | — |
| 2019 | 0.365 | — |
| 2018 | -0.137 | — |
| 2017 | 0.241 | — |
| 2016 | -0.068 | — |
| 2015 | 0.274 | — |
| 2014 | 0.087 | — |
| 2013 | 0.189 | — |
| 2012 | 0.308 | — |
| 2011 | -0.098 | — |
| 2010 | 0.411 | — |
| 2009 | 0.419 | — |
| 2008 | -0.470 | — |
| 2007 | 0.063 | — |
| 2006 | 0.469 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.018 | -0.026 | 0.048 | -0.046 |
| 2023 | 0.087 | -0.015 | -0.060 | 0.081 |
| 2022 | -0.200 | -0.173 | -0.088 | 0.085 |
| 2021 | 0.044 | 0.079 | 0.030 | 0.034 |
| 2020 | -0.245 | 0.201 | 0.079 | 0.114 |
| 2019 | 0.153 | 0.055 | -0.003 | 0.125 |
| 2018 | -0.016 | 0.072 | -0.010 | -0.173 |
| 2017 | 0.093 | 0.061 | 0.032 | 0.037 |
| 2016 | -0.072 | -0.057 | 0.063 | 0.002 |
| 2015 | 0.174 | 0.030 | -0.049 | 0.108 |
| 2014 | 0.041 | -0.002 | -0.009 | 0.055 |
| 2013 | 0.073 | -0.027 | 0.073 | 0.061 |
| 2012 | 0.138 | -0.005 | 0.105 | 0.046 |
| 2011 | -0.014 | 0.013 | -0.139 | 0.048 |
| 2010 | 0.094 | 0.018 | 0.100 | 0.152 |
| 2009 | -0.043 | 0.230 | 0.124 | 0.073 |
| 2008 | -0.148 | -0.011 | -0.160 | -0.251 |
| 2007 | 0.131 | 0.091 | -0.103 | -0.039 |
| 2006 | 0.230 | -0.030 | 0.052 | 0.171 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.101 |
| 3 years | -0.061 |
| 5 years | -0.004 |
| 10 years | 0.020 |