Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | — |
| 1 month | 0.008 | 0 | — |
| 3 months | -0.005 | 0 | — |
| 1 year | 0.047 | 0 | — |
| 3 years | 0.051 | 0 | — |
| 5 years | 0.084 | 0 | — |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.108 | — |
| 2022 | -0.150 | — |
| 2021 | -0.005 | — |
| 2020 | 0.291 | — |
| 2019 | 0.214 | — |
| 2018 | -0.144 | — |
| 2017 | 0.304 | — |
| 2016 | -0.012 | — |
| 2015 | -0.046 | — |
| 2014 | -0.026 | — |
| 2013 | 0.153 | — |
| 2012 | 0.239 | — |
| 2011 | -0.044 | — |
| 2010 | 0.104 | — |
| 2009 | 0.700 | — |
| 2008 | -0.517 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.036 | 0.035 | 0.061 | -0.070 |
| 2023 | 0.048 | -0.006 | -0.005 | 0.068 |
| 2022 | -0.061 | -0.083 | -0.070 | 0.061 |
| 2021 | 0.027 | 0.056 | -0.078 | -0.006 |
| 2020 | -0.180 | 0.212 | 0.075 | 0.208 |
| 2019 | 0.071 | 0.031 | -0.014 | 0.115 |
| 2018 | 0.013 | -0.010 | -0.016 | -0.132 |
| 2017 | 0.072 | 0.026 | 0.083 | 0.095 |
| 2016 | -0.022 | 0.014 | 0.092 | -0.089 |
| 2015 | 0.060 | 0.044 | -0.160 | 0.027 |
| 2014 | -0.014 | 0.054 | -0.013 | -0.051 |
| 2013 | 0.015 | 0.021 | 0.099 | 0.012 |
| 2012 | 0.073 | 0.012 | 0.032 | 0.106 |
| 2011 | 0.001 | -0.009 | -0.150 | 0.134 |
| 2010 | -0.023 | -0.050 | 0.129 | 0.054 |
| 2009 | 0.029 | 0.323 | 0.193 | 0.047 |
| 2008 | -0.117 | 0.041 | -0.252 | -0.297 |
| 2007 | 0.037 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.051 |
| 5 years | 0.084 |
| 10 years | 0.039 |