Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 88 |
| 1 month | -0.006 | 0 | 100 |
| 3 months | -0.014 | 0 | 97 |
| 1 year | 0.037 | 0 | 95 |
| 3 years | 0.122 | 0 | 40 |
| 5 years | 0.169 | 0 | 47 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.210 | — |
| 2022 | 0.069 | — |
| 2021 | 0.214 | — |
| 2020 | 0.128 | — |
| 2019 | -0.036 | — |
| 2018 | -0.115 | — |
| 2017 | 0.289 | — |
| 2016 | 0.114 | — |
| 2015 | -0.034 | — |
| 2014 | 0.248 | — |
| 2013 | 0.014 | — |
| 2012 | 0.248 | — |
| 2011 | -0.227 | — |
| 2010 | 0.123 | — |
| 2009 | 0.445 | — |
| 2008 | -0.310 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.044 | 0.086 | 0.058 | -0.068 |
| 2023 | -0.005 | 0.082 | 0.032 | 0.089 |
| 2022 | 0.031 | -0.081 | 0.075 | 0.050 |
| 2021 | 0.070 | 0.057 | 0.088 | -0.013 |
| 2020 | -0.165 | 0.111 | 0.019 | 0.193 |
| 2019 | 0.021 | -0.004 | -0.061 | 0.010 |
| 2018 | -0.105 | -0.035 | 0.039 | -0.014 |
| 2017 | 0.117 | 0.003 | 0.035 | 0.111 |
| 2016 | -0.022 | 0.049 | 0.057 | 0.028 |
| 2015 | -0.030 | 0.038 | -0.096 | 0.062 |
| 2014 | 0.056 | 0.216 | -0.033 | 0.005 |
| 2013 | -0.058 | 0.019 | -0.048 | 0.111 |
| 2012 | 0.131 | 0.004 | 0.066 | 0.031 |
| 2011 | -0.042 | -0.026 | -0.093 | -0.086 |
| 2010 | 0.007 | 0.023 | 0.108 | -0.016 |
| 2009 | 0.006 | 0.265 | 0.105 | 0.028 |
| 2008 | -0.158 | -0.111 | 0.014 | -0.090 |
| 2007 | 0.060 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.122 |
| 5 years | 0.169 |
| 10 years | 0.089 |