Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | — |
| 1 month | -0.042 | 0 | — |
| 3 months | -0.048 | 0 | — |
| 1 year | 0.015 | 0 | — |
| 3 years | 0.013 | 0 | — |
| 5 years | 0.063 | 0 | — |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.068 | — |
| 2022 | -0.083 | — |
| 2021 | 0.032 | — |
| 2020 | 0.063 | — |
| 2019 | 0.205 | — |
| 2018 | -0.088 | — |
| 2017 | 0.171 | — |
| 2016 | 0.122 | — |
| 2015 | -0.039 | — |
| 2014 | 0.141 | — |
| 2013 | -0.038 | — |
| 2012 | 0.176 | — |
| 2011 | -0.144 | — |
| 2010 | 0.240 | — |
| 2009 | 0.666 | — |
| 2008 | -0.490 | — |
| 2007 | 0.238 | — |
| 2006 | 0.227 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.026 | 0.049 | 0.051 | -0.023 |
| 2023 | 0.020 | 0.008 | -0.007 | 0.046 |
| 2022 | 0.009 | -0.067 | -0.045 | 0.020 |
| 2021 | 0.055 | 0.045 | -0.071 | 0.007 |
| 2020 | -0.234 | 0.159 | 0.031 | 0.162 |
| 2019 | 0.128 | -0.003 | 0.000 | 0.072 |
| 2018 | -0.020 | -0.008 | -0.002 | -0.061 |
| 2017 | 0.107 | -0.015 | 0.026 | 0.047 |
| 2016 | -0.007 | 0.037 | 0.074 | 0.015 |
| 2015 | 0.158 | -0.045 | -0.181 | 0.061 |
| 2014 | 0.001 | 0.067 | 0.047 | 0.020 |
| 2013 | 0.037 | -0.092 | 0.019 | 0.003 |
| 2012 | 0.097 | -0.030 | 0.073 | 0.029 |
| 2011 | -0.040 | -0.030 | -0.151 | 0.083 |
| 2010 | 0.076 | -0.001 | 0.061 | 0.087 |
| 2009 | 0.036 | 0.259 | 0.175 | 0.087 |
| 2008 | -0.179 | 0.008 | -0.182 | -0.248 |
| 2007 | 0.015 | 0.149 | 0.096 | -0.031 |
| 2006 | 0.065 | -0.052 | 0.061 | 0.146 |
| 2005 | 0.067 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.003 |
| 5 years | 0.056 |
| 10 years | 0.027 |