Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 61 |
| 1 month | 0.012 | 0 | 43 |
| 3 months | 0.005 | 0 | 52 |
| 1 year | 0.093 | 0 | 59 |
| 3 years | -0.042 | 0 | 72 |
| 5 years | 0.032 | 0 | 69 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.007 | — |
| 2023 | 0.086 | — |
| 2022 | -0.283 | — |
| 2021 | 0.253 | — |
| 2020 | -0.068 | — |
| 2019 | 0.194 | — |
| 2018 | -0.076 | — |
| 2017 | 0.102 | — |
| 2016 | 0.012 | — |
| 2015 | -0.016 | — |
| 2014 | 0.124 | — |
| 2013 | 0.024 | — |
| 2012 | 0.249 | — |
| 2011 | -0.087 | — |
| 2010 | 0.161 | — |
| 2009 | 0.338 | — |
| 2008 | -0.478 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | -0.008 | -0.027 | 0.151 | -0.106 |
| 2023 | 0.008 | 0.009 | -0.063 | 0.139 |
| 2022 | -0.051 | -0.185 | -0.127 | 0.061 |
| 2021 | 0.051 | 0.096 | -0.012 | 0.101 |
| 2020 | -0.258 | 0.085 | 0.039 | 0.115 |
| 2019 | 0.142 | -0.008 | 0.037 | 0.016 |
| 2018 | -0.041 | 0.039 | -0.006 | -0.066 |
| 2017 | 0.017 | 0.031 | 0.011 | 0.040 |
| 2016 | 0.037 | 0.016 | 0.017 | -0.056 |
| 2015 | 0.038 | -0.065 | -0.020 | 0.035 |
| 2014 | 0.032 | 0.070 | -0.050 | 0.072 |
| 2013 | 0.050 | -0.040 | 0.024 | -0.008 |
| 2012 | 0.117 | 0.010 | 0.048 | 0.056 |
| 2011 | 0.022 | 0.025 | -0.186 | 0.072 |
| 2010 | 0.031 | -0.085 | 0.172 | 0.050 |
| 2009 | -0.222 | 0.328 | 0.239 | 0.045 |
| 2008 | -0.045 | -0.081 | -0.105 | -0.335 |
| 2007 | -0.069 | 0.039 | -0.109 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | -0.059 |
| 5 years | 0.022 |
| 10 years | 0.003 |