Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 92 |
| 1 month | -0.030 | 0 | 89 |
| 3 months | -0.052 | 0 | 96 |
| 1 year | -0.020 | 0 | 90 |
| 3 years | 0.005 | 0 | 68 |
| 5 years | 0.041 | 0 | 49 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.076 | — |
| 2022 | -0.217 | — |
| 2021 | -0.030 | — |
| 2020 | 0.195 | — |
| 2019 | 0.278 | — |
| 2018 | -0.146 | — |
| 2017 | 0.281 | — |
| 2016 | 0.109 | — |
| 2015 | -0.078 | — |
| 2014 | 0.030 | — |
| 2013 | 0.066 | — |
| 2012 | 0.069 | — |
| 2011 | -0.224 | — |
| 2010 | 0.044 | — |
| 2009 | 0.702 | — |
| 2008 | -0.428 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.058 | 0.051 | -0.005 | -0.007 |
| 2023 | 0.051 | 0.052 | -0.069 | 0.046 |
| 2022 | -0.083 | -0.122 | -0.090 | 0.069 |
| 2021 | 0.036 | 0.053 | -0.055 | -0.059 |
| 2020 | -0.228 | 0.192 | 0.076 | 0.206 |
| 2019 | 0.110 | 0.049 | 0.006 | 0.091 |
| 2018 | 0.014 | -0.044 | -0.026 | -0.095 |
| 2017 | 0.071 | 0.057 | 0.089 | 0.040 |
| 2016 | -0.046 | 0.006 | 0.119 | 0.033 |
| 2015 | 0.008 | -0.019 | -0.085 | 0.020 |
| 2014 | -0.024 | 0.067 | 0.015 | -0.026 |
| 2013 | 0.004 | -0.061 | 0.074 | 0.053 |
| 2012 | 0.071 | -0.080 | 0.040 | 0.043 |
| 2011 | -0.003 | -0.036 | -0.218 | 0.033 |
| 2010 | 0.017 | -0.076 | 0.070 | 0.038 |
| 2009 | 0.019 | 0.330 | 0.180 | 0.064 |
| 2008 | -0.137 | 0.005 | -0.184 | -0.192 |
| 2007 | 0.148 | 0.073 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.069 |
| 3 years | -0.012 |
| 5 years | 0.031 |
| 10 years | 0.032 |