Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | — |
| 1 month | -0.042 | 0 | — |
| 3 months | -0.131 | 0 | — |
| 1 year | -0.010 | 0 | — |
| 3 years | 0.038 | 0 | — |
| 5 years | 0.084 | 0 | — |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.192 | — |
| 2023 | 0.146 | — |
| 2022 | -0.138 | — |
| 2021 | 0.258 | — |
| 2020 | 0.019 | — |
| 2019 | 0.267 | — |
| 2018 | -0.084 | — |
| 2017 | 0.051 | — |
| 2016 | 0.067 | — |
| 2015 | 0.082 | — |
| 2014 | 0.149 | — |
| 2013 | 0.162 | — |
| 2012 | 0.083 | — |
| 2011 | -0.073 | — |
| 2010 | 0.231 | — |
| 2009 | 0.276 | — |
| 2008 | -0.463 | — |
| 2007 | 0.060 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | — | — | — |
| 2024 | 0.102 | 0.032 | -0.008 | 0.056 |
| 2023 | 0.036 | 0.053 | -0.007 | 0.058 |
| 2022 | -0.035 | -0.111 | -0.002 | 0.007 |
| 2021 | 0.081 | 0.052 | 0.019 | 0.086 |
| 2020 | -0.181 | 0.125 | 0.029 | 0.075 |
| 2019 | 0.138 | 0.020 | 0.039 | 0.051 |
| 2018 | -0.049 | 0.063 | 0.041 | -0.129 |
| 2017 | 0.039 | -0.025 | 0.003 | 0.034 |
| 2016 | -0.053 | 0.014 | 0.036 | 0.072 |
| 2015 | 0.139 | -0.038 | -0.091 | 0.086 |
| 2014 | 0.008 | 0.043 | 0.051 | 0.041 |
| 2013 | 0.272 | -0.156 | 0.036 | 0.045 |
| 2012 | 0.062 | -0.013 | 0.043 | -0.010 |
| 2011 | -0.023 | -0.026 | -0.104 | 0.088 |
| 2010 | 0.147 | -0.085 | 0.083 | 0.082 |
| 2009 | -0.045 | 0.143 | 0.113 | 0.050 |
| 2008 | -0.151 | -0.007 | -0.168 | -0.235 |
| 2007 | 0.020 | 0.070 | -0.005 | -0.024 |
| 2006 | 0.082 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.038 |
| 5 years | 0.084 |
| 10 years | 0.055 |