Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 84 |
| 1 month | -0.007 | 0 | 50 |
| 3 months | -0.041 | 0 | 81 |
| 1 year | 0.046 | 0 | 51 |
| 3 years | 0.074 | 0 | 40 |
| 5 years | 0.108 | 0 | 44 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.149 | — |
| 2022 | -0.141 | — |
| 2021 | 0.230 | — |
| 2020 | -0.003 | — |
| 2019 | 0.245 | — |
| 2018 | -0.114 | — |
| 2017 | 0.108 | — |
| 2016 | 0.042 | — |
| 2015 | 0.068 | — |
| 2014 | 0.076 | — |
| 2013 | 0.209 | — |
| 2012 | 0.173 | — |
| 2011 | -0.134 | — |
| 2010 | 0.051 | — |
| 2009 | 0.243 | — |
| 2008 | -0.421 | — |
| 2007 | 0.049 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.090 | 0.000 | 0.028 | -0.010 |
| 2023 | 0.089 | 0.028 | -0.043 | 0.072 |
| 2022 | -0.087 | -0.099 | -0.050 | 0.098 |
| 2021 | 0.085 | 0.062 | 0.005 | 0.062 |
| 2020 | -0.241 | 0.158 | 0.012 | 0.121 |
| 2019 | 0.123 | 0.030 | 0.025 | 0.051 |
| 2018 | -0.032 | 0.031 | 0.015 | -0.124 |
| 2017 | 0.060 | 0.001 | 0.036 | 0.009 |
| 2016 | -0.066 | -0.009 | 0.051 | 0.071 |
| 2015 | 0.156 | -0.037 | -0.099 | 0.066 |
| 2014 | 0.016 | 0.038 | 0.010 | 0.010 |
| 2013 | 0.043 | -0.005 | 0.086 | 0.072 |
| 2012 | 0.093 | -0.053 | 0.076 | 0.053 |
| 2011 | 0.020 | -0.008 | -0.198 | 0.066 |
| 2010 | 0.033 | -0.099 | 0.068 | 0.057 |
| 2009 | -0.107 | 0.155 | 0.154 | 0.044 |
| 2008 | -0.159 | -0.034 | -0.099 | -0.210 |
| 2007 | 0.019 | 0.078 | -0.017 | -0.029 |
| 2006 | 0.039 | 0.075 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.052 |
| 5 years | 0.095 |
| 10 years | 0.042 |