Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 58 |
| 1 month | 0.005 | 0 | 13 |
| 3 months | -0.040 | 0 | 55 |
| 1 year | -0.068 | 0 | 40 |
| 3 years | 0.001 | 0 | 55 |
| 5 years | 0.099 | 0 | 23 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.074 | — |
| 2022 | -0.176 | — |
| 2021 | 0.247 | — |
| 2020 | 0.358 | — |
| 2019 | 0.291 | — |
| 2018 | -0.127 | — |
| 2017 | 0.166 | — |
| 2016 | 0.022 | — |
| 2015 | 0.467 | — |
| 2014 | 0.275 | — |
| 2013 | 0.460 | — |
| 2012 | 0.270 | — |
| 2011 | -0.200 | — |
| 2010 | 0.324 | — |
| 2009 | 0.583 | — |
| 2008 | -0.500 | — |
| 2007 | -0.079 | — |
| 2006 | 0.302 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.103 | 0.005 | 0.010 | -0.051 |
| 2023 | 0.032 | 0.010 | -0.064 | 0.101 |
| 2022 | -0.091 | -0.137 | -0.085 | 0.147 |
| 2021 | 0.049 | 0.106 | 0.005 | 0.071 |
| 2020 | -0.141 | 0.215 | 0.132 | 0.151 |
| 2019 | 0.128 | 0.029 | 0.012 | 0.099 |
| 2018 | -0.033 | 0.009 | 0.033 | -0.135 |
| 2017 | 0.088 | 0.040 | 0.032 | -0.002 |
| 2016 | -0.034 | 0.004 | 0.031 | 0.023 |
| 2015 | 0.263 | 0.036 | 0.010 | 0.109 |
| 2014 | 0.148 | 0.086 | -0.005 | 0.028 |
| 2013 | 0.136 | -0.002 | 0.166 | 0.104 |
| 2012 | 0.161 | -0.041 | 0.115 | 0.024 |
| 2011 | -0.011 | -0.059 | -0.208 | 0.085 |
| 2010 | 0.144 | -0.028 | 0.054 | 0.130 |
| 2009 | -0.059 | 0.371 | 0.192 | 0.029 |
| 2008 | -0.102 | -0.019 | -0.187 | -0.302 |
| 2007 | -0.073 | 0.044 | 0.026 | -0.072 |
| 2006 | 0.130 | -0.064 | 0.114 | 0.105 |
| 2005 | 0.094 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.070 |
| 3 years | 0.001 |
| 5 years | 0.098 |
| 10 years | 0.088 |