Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 32 |
| 1 month | 0.007 | 0 | 21 |
| 3 months | -0.057 | 0 | 27 |
| 1 year | 0.037 | 0 | — |
| 3 years | 0.083 | 0 | — |
| 5 years | 0.115 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.212 | — |
| 2022 | -0.157 | — |
| 2021 | 0.212 | — |
| 2020 | 0.008 | — |
| 2019 | 0.258 | — |
| 2018 | -0.111 | — |
| 2017 | 0.085 | — |
| 2016 | -0.046 | — |
| 2015 | 0.141 | — |
| 2014 | 0.105 | — |
| 2013 | 0.213 | — |
| 2012 | 0.220 | — |
| 2011 | -0.014 | — |
| 2010 | 0.161 | — |
| 2009 | 0.248 | — |
| 2008 | -0.394 | — |
| 2007 | 0.028 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.072 | 0.020 | 0.026 | -0.006 |
| 2023 | 0.114 | 0.030 | -0.034 | 0.093 |
| 2022 | -0.095 | -0.113 | -0.038 | 0.090 |
| 2021 | 0.082 | 0.044 | 0.004 | 0.068 |
| 2020 | -0.254 | 0.174 | 0.012 | 0.136 |
| 2019 | 0.128 | 0.041 | 0.009 | 0.062 |
| 2018 | -0.045 | 0.032 | 0.011 | -0.109 |
| 2017 | 0.047 | 0.017 | 0.014 | 0.005 |
| 2016 | -0.064 | -0.001 | 0.022 | 0.000 |
| 2015 | 0.187 | -0.045 | -0.046 | 0.054 |
| 2014 | 0.034 | 0.034 | -0.008 | 0.042 |
| 2013 | 0.066 | 0.006 | 0.078 | 0.050 |
| 2012 | 0.083 | -0.012 | 0.098 | 0.038 |
| 2011 | 0.007 | 0.009 | -0.106 | 0.085 |
| 2010 | 0.036 | -0.030 | 0.074 | 0.076 |
| 2009 | -0.127 | 0.173 | 0.152 | 0.057 |
| 2008 | -0.165 | -0.028 | -0.093 | -0.176 |
| 2007 | 0.036 | 0.054 | -0.047 | -0.013 |
| 2006 | 0.068 | 0.088 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.065 |
| 5 years | 0.103 |
| 10 years | 0.041 |