Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | — |
| 1 month | 0.037 | 0 | — |
| 3 months | 0.042 | 0 | — |
| 1 year | 0.072 | 0 | — |
| 3 years | -0.026 | 0 | — |
| 5 years | -0.034 | 0 | — |
| 10 years | -0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.063 | — |
| 2023 | -0.011 | — |
| 2022 | -0.100 | — |
| 2021 | -0.048 | — |
| 2020 | -0.013 | — |
| 2019 | -0.021 | — |
| 2018 | -0.041 | — |
| 2017 | 0.031 | — |
| 2016 | 0.006 | — |
| 2015 | -0.090 | — |
| 2014 | 0.025 | — |
| 2013 | -0.033 | — |
| 2012 | 0.096 | — |
| 2011 | -0.004 | — |
| 2010 | 0.112 | — |
| 2009 | 0.216 | — |
| 2008 | -0.049 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | -0.051 | -0.028 | 0.099 | -0.075 |
| 2023 | 0.003 | -0.030 | -0.047 | 0.066 |
| 2022 | -0.018 | -0.071 | -0.087 | 0.081 |
| 2021 | -0.040 | -0.001 | -0.007 | 0 |
| 2020 | -0.025 | -0.006 | -0.001 | 0.020 |
| 2019 | 0.003 | -0.008 | -0.025 | 0.009 |
| 2018 | -0.020 | -0.029 | -0.009 | 0.016 |
| 2017 | 0.012 | 0.008 | 0.002 | 0.008 |
| 2016 | 0.014 | -0.032 | -0.002 | 0.027 |
| 2015 | -0.018 | 0.002 | -0.091 | 0.017 |
| 2014 | 0.015 | 0.026 | 0.002 | -0.018 |
| 2013 | -0.002 | -0.039 | -0.011 | 0.020 |
| 2012 | 0.040 | -0.018 | 0.045 | 0.028 |
| 2011 | 0.021 | 0.026 | -0.058 | 0.009 |
| 2010 | 0.057 | -0.020 | 0.065 | 0.008 |
| 2009 | -0.034 | 0.131 | 0.082 | 0.028 |
| 2008 | 0.029 | -0.042 | -0.034 | -0.001 |
| 2007 | -0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | -0.043 |
| 5 years | -0.043 |
| 10 years | -0.037 |