Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | — |
| 1 month | -0.036 | 0 | — |
| 3 months | -0.023 | 0 | — |
| 1 year | 0.020 | 0 | — |
| 3 years | 0.050 | 0 | — |
| 5 years | 0.099 | 0 | — |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.151 | — |
| 2022 | -0.073 | — |
| 2021 | 0.193 | — |
| 2020 | -0.089 | — |
| 2019 | 0.195 | — |
| 2018 | -0.149 | — |
| 2017 | 0.038 | — |
| 2016 | 0.110 | — |
| 2015 | -0.035 | — |
| 2014 | 0.002 | — |
| 2013 | 0.234 | — |
| 2012 | 0.117 | — |
| 2011 | -0.070 | — |
| 2010 | 0.105 | — |
| 2009 | 0.154 | — |
| 2008 | -0.299 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | — | — | — |
| 2024 | 0.061 | -0.032 | 0.034 | -0.037 |
| 2023 | 0.038 | 0.043 | -0.007 | 0.071 |
| 2022 | -0.016 | -0.075 | -0.078 | 0.105 |
| 2021 | 0.100 | 0.048 | -0.001 | 0.036 |
| 2020 | -0.301 | 0.111 | 0.006 | 0.168 |
| 2019 | 0.101 | 0.023 | 0.003 | 0.057 |
| 2018 | -0.041 | 0.006 | 0.027 | -0.142 |
| 2017 | 0.035 | 0.008 | 0.002 | -0.007 |
| 2016 | -0.027 | 0.013 | 0.057 | 0.066 |
| 2015 | 0.054 | -0.008 | -0.117 | 0.045 |
| 2014 | -0.004 | 0.030 | -0.021 | -0.003 |
| 2013 | 0.074 | 0.020 | 0.058 | 0.065 |
| 2012 | 0.080 | -0.041 | 0.052 | 0.026 |
| 2011 | 0.023 | 0.010 | -0.168 | 0.083 |
| 2010 | 0.055 | -0.074 | 0.074 | 0.052 |
| 2009 | -0.011 | 0.067 | 0.068 | 0.024 |
| 2008 | -0.081 | -0.028 | -0.078 | -0.149 |
| 2007 | 0.054 | -0.011 | -0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.039 |
| 5 years | 0.092 |
| 10 years | 0.021 |