Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 91 |
| 1 month | -0.050 | 0 | 87 |
| 3 months | -0.024 | 0 | 91 |
| 1 year | -0.047 | 0 | 85 |
| 3 years | -0.097 | 0 | 64 |
| 5 years | 0.024 | 0 | 22 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.045 | — |
| 2023 | 0.193 | — |
| 2022 | -0.375 | — |
| 2021 | 0.281 | — |
| 2020 | -0.034 | — |
| 2019 | 0.356 | — |
| 2018 | -0.056 | — |
| 2017 | 0.198 | — |
| 2016 | -0.079 | — |
| 2015 | 0.220 | — |
| 2014 | 0.301 | — |
| 2013 | 0.157 | — |
| 2012 | 0.287 | — |
| 2011 | -0.097 | — |
| 2010 | 0.114 | — |
| 2009 | 0.351 | — |
| 2008 | -0.539 | — |
| 2007 | -0.342 | — |
| 2006 | 0.509 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.022 | 0.020 | 0.107 | -0.135 |
| 2023 | -0.046 | -0.018 | 0.044 | 0.219 |
| 2022 | -0.056 | -0.233 | -0.194 | 0.072 |
| 2021 | 0.017 | 0.134 | 0.028 | 0.081 |
| 2020 | -0.235 | 0.107 | 0.031 | 0.106 |
| 2019 | 0.153 | -0.022 | 0.093 | 0.100 |
| 2018 | -0.012 | 0.056 | 0.006 | -0.101 |
| 2017 | 0.007 | 0.061 | 0.050 | 0.068 |
| 2016 | -0.037 | -0.044 | 0.038 | -0.036 |
| 2015 | 0.179 | -0.054 | 0.042 | 0.049 |
| 2014 | 0.082 | 0.064 | 0.015 | 0.113 |
| 2013 | -0.003 | 0.012 | 0.069 | 0.073 |
| 2012 | 0.112 | 0.018 | 0.084 | 0.049 |
| 2011 | 0.040 | 0.039 | -0.173 | 0.011 |
| 2010 | 0.033 | -0.069 | 0.124 | 0.030 |
| 2009 | -0.162 | 0.265 | 0.257 | 0.014 |
| 2008 | -0.049 | -0.145 | -0.139 | -0.342 |
| 2007 | 0.022 | -0.098 | -0.126 | -0.183 |
| 2006 | 0.190 | -0.058 | 0.134 | 0.188 |
| 2005 | 0.169 | 0.086 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.095 |
| 3 years | -0.112 |
| 5 years | 0.013 |
| 10 years | 0.018 |