Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.084 | 0 | 23 |
| 1 month | -0.010 | 0 | 11 |
| 3 months | -0.120 | 0 | 24 |
| 1 year | -0.037 | 0 | 78 |
| 3 years | -0.017 | 0 | 98 |
| 5 years | 0.048 | 0 | 91 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.095 | — |
| 2022 | -0.186 | — |
| 2021 | 0.199 | — |
| 2020 | 0.138 | — |
| 2019 | 0.287 | — |
| 2018 | -0.065 | — |
| 2017 | 0.057 | — |
| 2016 | 0.022 | — |
| 2015 | 0.107 | — |
| 2014 | 0.156 | — |
| 2013 | 0.084 | — |
| 2012 | 0.135 | — |
| 2011 | -0.081 | — |
| 2010 | 0.247 | — |
| 2009 | 0.395 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.072 | 0.016 | 0.011 | -0.018 |
| 2023 | 0.012 | 0.041 | -0.019 | 0.058 |
| 2022 | -0.074 | -0.086 | -0.035 | -0.003 |
| 2021 | 0.067 | 0.051 | 0.004 | 0.065 |
| 2020 | -0.163 | 0.201 | 0.035 | 0.095 |
| 2019 | 0.149 | 0.010 | 0.015 | 0.093 |
| 2018 | -0.027 | 0.062 | 0.035 | -0.126 |
| 2017 | 0.060 | -0.032 | 0.017 | 0.012 |
| 2016 | -0.090 | 0.068 | 0.042 | 0.009 |
| 2015 | 0.171 | -0.035 | -0.111 | 0.101 |
| 2014 | 0.001 | 0.044 | 0.047 | 0.056 |
| 2013 | 0.060 | -0.062 | 0.056 | 0.032 |
| 2012 | 0.102 | -0.029 | 0.052 | 0.007 |
| 2011 | -0.040 | -0.008 | -0.101 | 0.074 |
| 2010 | 0.094 | 0.014 | 0.031 | 0.090 |
| 2009 | -0.012 | 0.181 | 0.112 | 0.075 |
| 2008 | -0.192 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.095 |
| 3 years | -0.037 |
| 5 years | 0.036 |
| 10 years | 0.036 |