Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | — |
| 1 month | -0.049 | 0 | — |
| 3 months | -0.017 | 0 | — |
| 1 year | 0.049 | 0 | — |
| 3 years | -0.023 | 0 | — |
| 5 years | -0.019 | 0 | — |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | -0.086 | — |
| 2022 | -0.235 | — |
| 2021 | -0.107 | — |
| 2020 | 0.154 | — |
| 2019 | 0.251 | — |
| 2018 | -0.085 | — |
| 2017 | 0.314 | — |
| 2016 | 0.111 | — |
| 2015 | -0.073 | — |
| 2014 | 0.022 | — |
| 2013 | 0.016 | — |
| 2012 | 0.070 | — |
| 2011 | -0.215 | — |
| 2010 | -0.031 | — |
| 2009 | 0.781 | — |
| 2008 | -0.577 | — |
| 2007 | 0.445 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | — | — | — |
| 2024 | 0.033 | 0.057 | 0.072 | -0.036 |
| 2023 | -0.011 | -0.004 | -0.034 | -0.041 |
| 2022 | -0.137 | -0.034 | -0.100 | 0.020 |
| 2021 | 0.020 | 0.040 | -0.082 | -0.083 |
| 2020 | -0.182 | 0.167 | 0.073 | 0.127 |
| 2019 | 0.128 | 0.031 | -0.005 | 0.082 |
| 2018 | 0.017 | -0.003 | -0.030 | -0.070 |
| 2017 | 0.067 | 0.044 | 0.119 | 0.055 |
| 2016 | -0.059 | 0.031 | 0.141 | 0.003 |
| 2015 | 0.061 | -0.001 | -0.146 | 0.024 |
| 2014 | -0.043 | 0.079 | -0.029 | 0.020 |
| 2013 | -0.018 | -0.062 | 0.087 | 0.016 |
| 2012 | 0.094 | -0.101 | 0.029 | 0.058 |
| 2011 | 0.009 | -0.052 | -0.201 | 0.027 |
| 2010 | -0.022 | -0.087 | 0.065 | 0.019 |
| 2009 | 0.109 | 0.297 | 0.119 | 0.107 |
| 2008 | -0.192 | 0.026 | -0.317 | -0.253 |
| 2007 | -0.014 | 0.167 | 0.215 | 0.034 |
| 2006 | -0.022 | 0.055 | 0.199 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | -0.039 |
| 5 years | -0.029 |
| 10 years | 0.008 |