Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.169 | 0 | 94 |
| 1 month | -0.086 | 0 | 87 |
| 3 months | -0.192 | 0 | 91 |
| 1 year | -0.028 | 0 | 57 |
| 3 years | 0.063 | 0 | 7 |
| 5 years | 0.118 | 0 | 12 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.359 | — |
| 2023 | 0.212 | — |
| 2022 | -0.242 | — |
| 2021 | 0.340 | — |
| 2020 | 0.173 | — |
| 2019 | 0.226 | — |
| 2018 | -0.039 | — |
| 2017 | 0.178 | — |
| 2016 | 0.107 | — |
| 2015 | 0.009 | — |
| 2014 | 0.286 | — |
| 2013 | 0.256 | — |
| 2012 | 0.082 | — |
| 2011 | 0.024 | — |
| 2010 | -0.022 | — |
| 2009 | 0.163 | — |
| 2008 | -0.413 | — |
| 2007 | -0.090 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.091 | — | — | — |
| 2024 | 0.198 | 0.041 | -0.018 | 0.110 |
| 2023 | 0.100 | 0.079 | -0.017 | 0.039 |
| 2022 | -0.067 | -0.182 | -0.023 | 0.016 |
| 2021 | 0.114 | 0.100 | 0.021 | 0.070 |
| 2020 | -0.181 | 0.241 | 0.076 | 0.073 |
| 2019 | 0.132 | 0.005 | 0.014 | 0.063 |
| 2018 | -0.034 | 0.069 | 0.069 | -0.129 |
| 2017 | 0.041 | -0.017 | 0.058 | 0.087 |
| 2016 | -0.050 | 0.026 | 0.039 | 0.093 |
| 2015 | -0.016 | -0.037 | -0.037 | 0.106 |
| 2014 | 0.013 | 0.056 | 0.098 | 0.094 |
| 2013 | 0.133 | 0.026 | -0.010 | 0.092 |
| 2012 | 0.077 | -0.003 | 0.054 | -0.044 |
| 2011 | 0.038 | -0.074 | -0.068 | 0.143 |
| 2010 | 0.053 | -0.106 | -0.005 | 0.044 |
| 2009 | -0.045 | 0.087 | 0.063 | 0.054 |
| 2008 | -0.202 | -0.025 | 0.035 | -0.271 |
| 2007 | -0.006 | 0.061 | -0.054 | -0.088 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.132 |
| 3 years | 0.025 |
| 5 years | 0.096 |
| 10 years | 0.092 |