Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 84 |
| 1 month | 0.003 | 0 | 66 |
| 3 months | -0.048 | 0 | 68 |
| 1 year | 0.001 | 0 | 79 |
| 3 years | 0.039 | 0 | 46 |
| 5 years | 0.114 | 0 | 23 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.089 | — |
| 2022 | -0.041 | — |
| 2021 | 0.203 | — |
| 2020 | -0.058 | — |
| 2019 | 0.213 | — |
| 2018 | -0.105 | — |
| 2017 | 0.173 | — |
| 2016 | 0.242 | — |
| 2015 | 0.011 | — |
| 2014 | 0.000 | — |
| 2013 | 0.401 | — |
| 2012 | 0.273 | — |
| 2011 | -0.135 | — |
| 2010 | 0.216 | — |
| 2009 | 0.510 | — |
| 2008 | -0.344 | — |
| 2007 | -0.050 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.013 | 0.071 | 0.016 | -0.016 |
| 2023 | 0.035 | -0.029 | 0.031 | 0.052 |
| 2022 | -0.007 | -0.074 | -0.064 | 0.113 |
| 2021 | 0.125 | 0.044 | 0.033 | -0.009 |
| 2020 | -0.340 | 0.152 | -0.022 | 0.267 |
| 2019 | 0.091 | 0.006 | 0.013 | 0.091 |
| 2018 | -0.059 | 0.092 | -0.015 | -0.116 |
| 2017 | 0.050 | 0.017 | 0.047 | 0.049 |
| 2016 | 0.001 | 0.008 | 0.127 | 0.093 |
| 2015 | 0.060 | 0.026 | -0.069 | -0.001 |
| 2014 | 0.038 | -0.019 | -0.006 | -0.011 |
| 2013 | 0.115 | 0.010 | 0.124 | 0.107 |
| 2012 | 0.148 | -0.068 | 0.099 | 0.082 |
| 2011 | 0.004 | 0.008 | -0.185 | 0.048 |
| 2010 | 0.069 | -0.125 | 0.179 | 0.102 |
| 2009 | -0.070 | 0.252 | 0.307 | -0.008 |
| 2008 | -0.089 | -0.034 | -0.137 | -0.137 |
| 2007 | 0.026 | 0.031 | -0.040 | -0.065 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.039 |
| 5 years | 0.114 |
| 10 years | 0.063 |