Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 79 |
| 1 month | -0.060 | 0 | 74 |
| 3 months | -0.106 | 0 | 88 |
| 1 year | -0.018 | 0 | 70 |
| 3 years | -0.009 | 0 | 42 |
| 5 years | 0.037 | 0 | 47 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.191 | — |
| 2023 | -0.017 | — |
| 2022 | -0.150 | — |
| 2021 | 0.041 | — |
| 2020 | 0.214 | — |
| 2019 | 0.300 | — |
| 2018 | -0.171 | — |
| 2017 | 0.317 | — |
| 2016 | 0.062 | — |
| 2015 | 0.003 | — |
| 2014 | 0.188 | — |
| 2013 | -0.015 | — |
| 2012 | 0.136 | — |
| 2011 | -0.178 | — |
| 2010 | 0.265 | — |
| 2009 | 0.587 | — |
| 2008 | -0.507 | — |
| 2007 | 0.190 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.070 | 0.078 | 0.032 | 0.001 |
| 2023 | 0.041 | -0.019 | -0.033 | -0.004 |
| 2022 | -0.067 | -0.040 | -0.054 | 0.003 |
| 2021 | 0.079 | 0.005 | -0.071 | 0.034 |
| 2020 | -0.139 | 0.164 | 0.104 | 0.097 |
| 2019 | 0.161 | -0.005 | 0.031 | 0.091 |
| 2018 | -0.042 | 0.015 | -0.070 | -0.084 |
| 2017 | 0.124 | 0.034 | 0.039 | 0.091 |
| 2016 | -0.059 | 0.036 | 0.117 | -0.024 |
| 2015 | 0.176 | -0.044 | -0.180 | 0.088 |
| 2014 | -0.007 | 0.073 | 0.073 | 0.040 |
| 2013 | 0.015 | -0.067 | 0.026 | 0.013 |
| 2012 | 0.060 | -0.021 | 0.049 | 0.044 |
| 2011 | -0.049 | -0.032 | -0.168 | 0.074 |
| 2010 | 0.091 | 0.018 | 0.043 | 0.091 |
| 2009 | 0.030 | 0.229 | 0.154 | 0.085 |
| 2008 | -0.218 | -0.067 | -0.149 | -0.206 |
| 2007 | 0.044 | 0.151 | 0.039 | -0.047 |
| 2006 | 0.070 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.067 |
| 3 years | -0.026 |
| 5 years | 0.026 |
| 10 years | 0.033 |