Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.079 | 0 | 57 |
| 1 month | -0.019 | 0 | 46 |
| 3 months | -0.101 | 0 | 46 |
| 1 year | -0.092 | 0 | 75 |
| 3 years | 0.047 | 0 | 17 |
| 5 years | 0.000 | 0 | 41 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.156 | — |
| 2022 | -0.131 | — |
| 2021 | -0.156 | — |
| 2020 | 0.252 | — |
| 2019 | 0.317 | — |
| 2018 | -0.147 | — |
| 2017 | 0.080 | — |
| 2016 | -0.162 | — |
| 2015 | 0.123 | — |
| 2014 | 0.414 | — |
| 2013 | 0.697 | — |
| 2012 | 0.195 | — |
| 2011 | 0.107 | — |
| 2010 | 0.074 | — |
| 2009 | 0.088 | — |
| 2008 | -0.091 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.145 | -0.022 | 0.006 | -0.057 |
| 2023 | 0 | 0.030 | -0.006 | 0.129 |
| 2022 | -0.086 | -0.093 | 0.049 | -0.001 |
| 2021 | -0.032 | 0.005 | -0.041 | -0.095 |
| 2020 | -0.082 | 0.262 | 0.011 | 0.069 |
| 2019 | 0.182 | 0.034 | -0.127 | 0.234 |
| 2018 | -0.021 | 0.070 | 0.050 | -0.224 |
| 2017 | 0.084 | 0.002 | 0.072 | -0.072 |
| 2016 | -0.281 | 0.015 | 0.155 | -0.006 |
| 2015 | 0.182 | 0.023 | -0.150 | 0.093 |
| 2014 | 0.070 | 0.021 | 0.119 | 0.156 |
| 2013 | 0.204 | 0.104 | 0.223 | 0.043 |
| 2012 | 0.126 | 0.093 | 0.026 | -0.054 |
| 2011 | 0.028 | 0.043 | -0.075 | 0.116 |
| 2010 | 0.097 | -0.134 | 0.069 | 0.059 |
| 2009 | 0.049 | -0.013 | 0.066 | -0.014 |
| 2008 | -0.121 | 0.046 | 0.108 | -0.107 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.153 |
| 3 years | 0.027 |
| 5 years | -0.011 |
| 10 years | 0.004 |