Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.093 | 0 | 71 |
| 1 month | 0.001 | 0 | 78 |
| 3 months | 0.047 | 0 | 28 |
| 1 year | 0.052 | 0 | 86 |
| 3 years | 0.078 | 0 | 90 |
| 5 years | 0.098 | 0 | 67 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.006 | — |
| 2023 | 0.126 | — |
| 2022 | -0.068 | — |
| 2021 | 0.220 | — |
| 2020 | -0.089 | — |
| 2019 | 0.177 | — |
| 2018 | -0.142 | — |
| 2017 | 0.063 | — |
| 2016 | -0.019 | — |
| 2015 | 0.140 | — |
| 2014 | 0.068 | — |
| 2013 | 0.312 | — |
| 2012 | 0.207 | — |
| 2011 | -0.063 | — |
| 2010 | 0.056 | — |
| 2009 | 0.178 | — |
| 2008 | -0.373 | — |
| 2007 | 0 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | 0.043 | — | — |
| 2024 | 0.014 | 0.016 | 0.028 | -0.050 |
| 2023 | 0.085 | 0.004 | -0.006 | 0.040 |
| 2022 | -0.037 | -0.091 | -0.060 | 0.132 |
| 2021 | 0.117 | 0.031 | 0.019 | 0.039 |
| 2020 | -0.288 | 0.149 | -0.013 | 0.127 |
| 2019 | 0.100 | -0.015 | 0.019 | 0.067 |
| 2018 | -0.034 | 0.023 | -0.006 | -0.126 |
| 2017 | 0.048 | 0.013 | 0.011 | -0.010 |
| 2016 | -0.092 | -0.040 | 0.033 | 0.089 |
| 2015 | 0.172 | -0.002 | -0.070 | 0.048 |
| 2014 | 0.038 | 0.019 | 0.009 | 0.002 |
| 2013 | 0.056 | 0.028 | 0.108 | 0.090 |
| 2012 | 0.082 | -0.051 | 0.095 | 0.074 |
| 2011 | 0.020 | -0.012 | -0.117 | 0.054 |
| 2010 | 0.038 | -0.041 | 0.025 | 0.034 |
| 2009 | -0.107 | 0.131 | 0.128 | 0.034 |
| 2008 | -0.157 | -0.048 | -0.079 | -0.152 |
| 2007 | 0.022 | 0.045 | -0.039 | -0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.078 |
| 5 years | 0.098 |
| 10 years | 0.024 |