Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.162 | 0 | 91 |
| 1 month | 0.006 | 0 | 66 |
| 3 months | 0.060 | 0 | 89 |
| 1 year | 0.037 | 0 | 99 |
| 3 years | -0.091 | 0 | 95 |
| 5 years | 0.077 | 0 | 66 |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.051 | — |
| 2023 | -0.147 | — |
| 2022 | -0.146 | — |
| 2021 | 0.140 | — |
| 2020 | 0.402 | — |
| 2019 | 0.362 | — |
| 2018 | 0.177 | — |
| 2017 | -0.084 | — |
| 2016 | 0.715 | — |
| 2015 | 0.088 | — |
| 2014 | -0.221 | — |
| 2013 | -0.547 | — |
| 2012 | -0.371 | — |
| 2011 | -0.223 | — |
| 2010 | 0.874 | — |
| 2009 | 0.731 | — |
| 2008 | -0.739 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.155 | — | — | — |
| 2024 | -0.049 | 0.037 | 0.027 | -0.063 |
| 2023 | -0.086 | -0.069 | -0.076 | 0.085 |
| 2022 | 0.094 | -0.293 | 0.002 | 0.102 |
| 2021 | 0.022 | 0.092 | -0.121 | 0.163 |
| 2020 | -0.321 | 0.649 | 0.177 | 0.063 |
| 2019 | 0.253 | 0.036 | 0.073 | -0.022 |
| 2018 | 0.008 | 0.118 | 0.143 | -0.086 |
| 2017 | 0.136 | -0.203 | -0.003 | 0.015 |
| 2016 | 0.430 | 0.295 | 0.116 | -0.170 |
| 2015 | 0.162 | 0.047 | -0.140 | 0.040 |
| 2014 | 0.109 | 0.041 | -0.121 | -0.232 |
| 2013 | -0.048 | -0.408 | 0.030 | -0.219 |
| 2012 | -0.017 | -0.295 | 0.118 | -0.188 |
| 2011 | -0.016 | -0.222 | -0.053 | 0.071 |
| 2010 | 0.103 | 0.000 | 0.317 | 0.290 |
| 2009 | 0.151 | 0.113 | 0.295 | 0.043 |
| 2008 | -0.154 | 0.081 | -0.495 | -0.436 |
| 2007 | -0.059 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | -0.106 |
| 5 years | 0.066 |
| 10 years | 0.103 |