Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 88 |
| 1 month | 0.001 | 0 | 74 |
| 3 months | -0.079 | 0 | 90 |
| 1 year | -0.025 | 0 | 76 |
| 3 years | -0.042 | 0 | 80 |
| 5 years | 0.012 | 0 | 94 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.003 | — |
| 2023 | 0.097 | — |
| 2022 | -0.363 | — |
| 2021 | 0.215 | — |
| 2020 | 0.121 | — |
| 2019 | 0.358 | — |
| 2018 | -0.132 | — |
| 2017 | 0.225 | — |
| 2016 | -0.020 | — |
| 2015 | 0.273 | — |
| 2014 | 0.080 | — |
| 2013 | 0.221 | — |
| 2012 | 0.320 | — |
| 2011 | -0.106 | — |
| 2010 | 0.421 | — |
| 2009 | 0.546 | — |
| 2008 | -0.521 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | — | — | — |
| 2024 | 0.007 | -0.015 | 0.070 | -0.055 |
| 2023 | 0.075 | -0.012 | -0.059 | 0.098 |
| 2022 | -0.205 | -0.187 | -0.098 | 0.092 |
| 2021 | 0.036 | 0.076 | 0.031 | 0.057 |
| 2020 | -0.241 | 0.218 | 0.082 | 0.121 |
| 2019 | 0.137 | 0.048 | 0.008 | 0.131 |
| 2018 | -0.009 | 0.067 | -0.021 | -0.162 |
| 2017 | 0.091 | 0.053 | 0.027 | 0.038 |
| 2016 | -0.046 | -0.042 | 0.066 | 0.006 |
| 2015 | 0.181 | 0.028 | -0.045 | 0.098 |
| 2014 | 0.045 | 0.001 | -0.021 | 0.054 |
| 2013 | 0.088 | -0.023 | 0.083 | 0.062 |
| 2012 | 0.170 | -0.016 | 0.098 | 0.045 |
| 2011 | 0.014 | 0.019 | -0.166 | 0.037 |
| 2010 | 0.093 | 0.036 | 0.084 | 0.158 |
| 2009 | -0.016 | 0.236 | 0.192 | 0.066 |
| 2008 | -0.119 | -0.048 | -0.205 | -0.282 |
| 2007 | 0.067 | -0.057 | -0.114 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | -0.045 |
| 5 years | 0.010 |
| 10 years | 0.031 |