Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 59 |
| 1 month | -0.067 | 0 | 79 |
| 3 months | -0.132 | 0 | 58 |
| 1 year | -0.102 | 0 | 82 |
| 3 years | -0.025 | 0 | 69 |
| 5 years | 0.032 | 0 | 58 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | -0.016 | — |
| 2022 | -0.018 | — |
| 2021 | 0.261 | — |
| 2020 | 0.014 | — |
| 2019 | 0.259 | — |
| 2018 | 0.029 | — |
| 2017 | 0.035 | — |
| 2016 | -0.059 | — |
| 2015 | 0.164 | — |
| 2014 | 0.326 | — |
| 2013 | 0.286 | — |
| 2012 | 0.125 | — |
| 2011 | 0.074 | — |
| 2010 | 0.065 | — |
| 2009 | 0.210 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.101 | 0.014 | -0.019 | -0.052 |
| 2023 | -0.050 | 0.023 | 0.008 | 0.005 |
| 2022 | -0.016 | -0.015 | -0.013 | 0.027 |
| 2021 | 0.050 | 0.068 | 0.031 | 0.090 |
| 2020 | -0.106 | 0.105 | -0.003 | 0.029 |
| 2019 | 0.092 | 0.007 | 0.026 | 0.117 |
| 2018 | -0.051 | 0.077 | 0.112 | -0.095 |
| 2017 | 0.060 | -0.003 | -0.019 | -0.001 |
| 2016 | -0.117 | 0.065 | -0.013 | 0.014 |
| 2015 | 0.220 | -0.039 | -0.117 | 0.123 |
| 2014 | 0.046 | 0.061 | 0.110 | 0.077 |
| 2013 | 0.165 | 0.020 | 0.022 | 0.060 |
| 2012 | 0.042 | 0.049 | 0.059 | -0.028 |
| 2011 | -0.026 | 0.047 | -0.047 | 0.105 |
| 2010 | 0.064 | -0.028 | -0.023 | 0.055 |
| 2009 | -0.031 | 0.061 | 0.076 | 0.094 |
| 2008 | 0.045 | -0.096 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.102 |
| 3 years | -0.025 |
| 5 years | 0.032 |
| 10 years | 0.041 |