Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.110 | 0 | 80 |
| 1 month | -0.019 | 0 | 11 |
| 3 months | -0.145 | 0 | 88 |
| 1 year | -0.026 | 0 | 89 |
| 3 years | 0.050 | 0 | 59 |
| 5 years | 0.094 | 0 | 61 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.192 | — |
| 2023 | 0.159 | — |
| 2022 | -0.143 | — |
| 2021 | 0.239 | — |
| 2020 | 0.076 | — |
| 2019 | 0.267 | — |
| 2018 | -0.075 | — |
| 2017 | 0.099 | — |
| 2016 | -0.013 | — |
| 2015 | 0.077 | — |
| 2014 | 0.099 | — |
| 2013 | 0.137 | — |
| 2012 | 0.097 | — |
| 2011 | -0.135 | — |
| 2010 | 0.177 | — |
| 2009 | 0.269 | — |
| 2008 | -0.413 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.092 | — | — | — |
| 2024 | 0.114 | 0.036 | -0.015 | 0.048 |
| 2023 | 0.054 | 0.052 | -0.032 | 0.080 |
| 2022 | -0.065 | -0.108 | -0.006 | 0.033 |
| 2021 | 0.073 | 0.050 | 0.010 | 0.089 |
| 2020 | -0.173 | 0.148 | 0.042 | 0.087 |
| 2019 | 0.125 | 0.025 | 0.029 | 0.067 |
| 2018 | -0.028 | 0.063 | 0.043 | -0.142 |
| 2017 | 0.054 | -0.018 | 0.023 | 0.038 |
| 2016 | -0.101 | -0.017 | 0.039 | 0.074 |
| 2015 | 0.137 | -0.029 | -0.104 | 0.088 |
| 2014 | 0.006 | 0.012 | 0.043 | 0.035 |
| 2013 | 0.059 | -0.019 | 0.037 | 0.057 |
| 2012 | 0.094 | -0.054 | 0.042 | 0.017 |
| 2011 | -0.039 | -0.035 | -0.102 | 0.038 |
| 2010 | 0.080 | -0.042 | 0.031 | 0.104 |
| 2009 | -0.019 | 0.086 | 0.128 | 0.056 |
| 2008 | -0.099 | 0.014 | -0.145 | -0.248 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.050 |
| 5 years | 0.094 |
| 10 years | 0.056 |