Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0 | — |
| 1 month | 0.011 | 0 | — |
| 3 months | -0.013 | 0 | — |
| 1 year | -0.036 | 0 | — |
| 3 years | -0.023 | 0 | — |
| 5 years | -0.126 | 0 | — |
| 10 years | -0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.156 | — |
| 2023 | 0.002 | — |
| 2022 | -0.604 | — |
| 2021 | 0.189 | — |
| 2020 | 0.004 | — |
| 2019 | 0.327 | — |
| 2018 | 0.062 | — |
| 2017 | 0.053 | — |
| 2016 | 0.727 | — |
| 2015 | 0.120 | — |
| 2014 | -0.460 | — |
| 2013 | 0.071 | — |
| 2012 | 0.041 | — |
| 2011 | -0.284 | — |
| 2010 | 0.343 | — |
| 2009 | 1.160 | — |
| 2008 | -0.607 | — |
| 2007 | 0.346 | — |
| 2006 | 0.567 | — |
| 2005 | 0.663 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.084 | — | — | — |
| 2024 | 0.074 | -0.119 | -0.139 | 0.037 |
| 2023 | -0.078 | 0.001 | 0.101 | -0.013 |
| 2022 | -0.639 | 0.300 | -0.098 | -0.065 |
| 2021 | 0.002 | 0.113 | 0.126 | -0.054 |
| 2020 | -0.253 | 0.246 | 0.009 | 0.069 |
| 2019 | 0.113 | 0.137 | -0.003 | 0.052 |
| 2018 | 0.055 | 0.015 | 0.041 | -0.047 |
| 2017 | -0.005 | -0.069 | 0.157 | -0.017 |
| 2016 | 0.107 | 0.119 | 0.167 | 0.195 |
| 2015 | 0.200 | -0.011 | -0.086 | 0.033 |
| 2014 | -0.213 | 0.107 | -0.115 | -0.300 |
| 2013 | 0.053 | -0.045 | 0.027 | 0.037 |
| 2012 | 0.109 | -0.133 | 0.069 | 0.014 |
| 2011 | 0.031 | -0.065 | -0.271 | 0.020 |
| 2010 | 0.171 | -0.149 | 0.076 | 0.253 |
| 2009 | 0.231 | 0.207 | 0.308 | 0.112 |
| 2008 | -0.099 | 0.094 | -0.381 | -0.356 |
| 2007 | 0.076 | 0.004 | 0.091 | 0.142 |
| 2006 | 0.229 | -0.026 | 0.100 | 0.191 |
| 2005 | 0.045 | 0.074 | 0.412 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | -0.023 |
| 5 years | -0.126 |
| 10 years | -0.006 |