Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 97 |
| 1 month | -0.034 | 0 | 66 |
| 3 months | -0.075 | 0 | 96 |
| 1 year | 0.064 | 0 | 72 |
| 3 years | 0.129 | 0 | 18 |
| 5 years | 0.125 | 0 | 50 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.316 | — |
| 2023 | 0.175 | — |
| 2022 | -0.142 | — |
| 2021 | 0.154 | — |
| 2020 | -0.008 | — |
| 2019 | 0.138 | — |
| 2018 | -0.064 | — |
| 2017 | 0.096 | — |
| 2016 | 0.017 | — |
| 2015 | -0.027 | — |
| 2014 | 0.056 | — |
| 2013 | 0.246 | — |
| 2012 | 0.065 | — |
| 2011 | -0.043 | — |
| 2010 | 0.001 | — |
| 2009 | 0.207 | — |
| 2008 | -0.359 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.189 | 0.037 | 0.021 | 0.045 |
| 2023 | 0.020 | 0.081 | 0.019 | 0.046 |
| 2022 | -0.072 | -0.112 | -0.018 | 0.060 |
| 2021 | 0.104 | 0.006 | -0.004 | 0.044 |
| 2020 | -0.232 | 0.086 | 0.064 | 0.118 |
| 2019 | 0.091 | 0.026 | -0.018 | 0.035 |
| 2018 | -0.027 | 0.046 | 0.049 | -0.123 |
| 2017 | -0.017 | 0.024 | 0.049 | 0.038 |
| 2016 | -0.030 | -0.012 | 0.008 | 0.053 |
| 2015 | -0.023 | 0.009 | -0.043 | 0.031 |
| 2014 | 0.030 | 0.015 | -0.013 | 0.023 |
| 2013 | 0.093 | 0.018 | 0.051 | 0.066 |
| 2012 | 0.057 | -0.045 | 0.038 | 0.017 |
| 2011 | -0.008 | -0.002 | -0.082 | 0.053 |
| 2010 | 0.004 | -0.100 | 0.094 | 0.013 |
| 2009 | -0.113 | 0.144 | 0.139 | 0.043 |
| 2008 | -0.131 | -0.049 | -0.049 | -0.185 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.117 |
| 5 years | 0.118 |
| 10 years | 0.050 |