Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | -0.058 | 0 | — |
| 1 year | -0.063 | 0 | — |
| 3 years | 0.058 | 0 | — |
| 5 years | 0.002 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.002 | — |
| 2023 | 0.191 | — |
| 2022 | -0.137 | — |
| 2021 | -0.152 | — |
| 2020 | 0.238 | — |
| 2019 | 0.389 | — |
| 2018 | -0.059 | — |
| 2017 | 0.242 | — |
| 2016 | -0.064 | — |
| 2015 | 0.127 | — |
| 2014 | 0.253 | — |
| 2013 | 0.587 | — |
| 2012 | 0.151 | — |
| 2011 | -0.057 | — |
| 2010 | 0.133 | — |
| 2009 | 0.657 | — |
| 2008 | -0.326 | — |
| 2007 | -0.078 | — |
| 2006 | -0.013 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | — | — | — |
| 2024 | 0.083 | -0.038 | 0.030 | -0.067 |
| 2023 | -0.029 | 0.119 | -0.050 | 0.153 |
| 2022 | -0.089 | -0.108 | 0.059 | 0.002 |
| 2021 | -0.032 | 0.013 | -0.050 | -0.088 |
| 2020 | -0.181 | 0.344 | -0.020 | 0.148 |
| 2019 | 0.227 | 0.008 | -0.078 | 0.218 |
| 2018 | 0.060 | 0.119 | 0.028 | -0.229 |
| 2017 | 0.103 | 0.018 | 0.063 | 0.040 |
| 2016 | -0.194 | 0.044 | 0.138 | -0.022 |
| 2015 | 0.117 | 0.055 | -0.147 | 0.120 |
| 2014 | 0.136 | 0.030 | -0.006 | 0.077 |
| 2013 | 0.167 | 0.055 | 0.165 | 0.106 |
| 2012 | 0.160 | -0.017 | 0.069 | -0.055 |
| 2011 | -0.001 | 0.046 | -0.138 | 0.047 |
| 2010 | 0.050 | -0.083 | 0.087 | 0.082 |
| 2009 | 0.069 | 0.346 | 0.161 | -0.009 |
| 2008 | -0.172 | 0.013 | 0.012 | -0.205 |
| 2007 | 0.008 | 0.001 | -0.055 | -0.033 |
| 2006 | 0.071 | -0.125 | -0.041 | 0.099 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.110 |
| 3 years | 0.040 |
| 5 years | -0.008 |
| 10 years | 0.042 |