Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.217 | 0 | — |
| 1 month | -0.127 | 0 | — |
| 3 months | -0.249 | 0 | — |
| 1 year | -0.202 | 0 | — |
| 3 years | 0.274 | 0 | — |
| 5 years | 0.235 | 0 | — |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.372 | — |
| 2023 | 0.028 | — |
| 2022 | 1.479 | — |
| 2021 | -0.154 | — |
| 2020 | -0.013 | — |
| 2019 | 0.203 | — |
| 2018 | -0.319 | — |
| 2017 | 0.314 | — |
| 2016 | -0.054 | — |
| 2015 | -0.224 | — |
| 2014 | 0.395 | — |
| 2013 | -0.331 | — |
| 2012 | 0.722 | — |
| 2011 | -0.326 | — |
| 2010 | 0.376 | — |
| 2009 | 1.015 | — |
| 2008 | -0.483 | — |
| 2007 | 0.247 | — |
| 2006 | -0.048 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.104 | — | — | — |
| 2024 | 0.154 | 0.279 | -0.148 | 0.091 |
| 2023 | -0.061 | -0.106 | 0.459 | -0.160 |
| 2022 | 0.152 | 0.055 | 0.368 | 0.492 |
| 2021 | -0.128 | -0.036 | 0.088 | -0.075 |
| 2020 | -0.266 | 0.231 | -0.153 | 0.289 |
| 2019 | -0.035 | 0.049 | 0.170 | 0.016 |
| 2018 | -0.035 | -0.191 | -0.170 | 0.050 |
| 2017 | 0.093 | 0.143 | -0.008 | 0.061 |
| 2016 | 0.149 | -0.049 | -0.055 | -0.084 |
| 2015 | -0.039 | -0.034 | -0.193 | 0.036 |
| 2014 | 0.043 | 0.173 | -0.040 | 0.187 |
| 2013 | 0.107 | -0.168 | -0.123 | -0.171 |
| 2012 | 0.242 | 0.084 | 0.091 | 0.172 |
| 2011 | -0.095 | -0.065 | -0.102 | -0.114 |
| 2010 | 0.182 | 0.025 | 0.206 | -0.058 |
| 2009 | -0.087 | 0.568 | 0.291 | 0.090 |
| 2008 | -0.278 | 0.041 | 0.047 | -0.344 |
| 2007 | 0.064 | 0.072 | 0.085 | 0.007 |
| 2006 | 0.035 | -0.252 | 0.148 | 0.071 |
| 2005 | 0.126 | 0.118 | 0.133 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.242 |
| 3 years | 0.252 |
| 5 years | 0.222 |
| 10 years | 0.062 |