Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 92 |
| 1 month | -0.053 | 0 | 91 |
| 3 months | -0.103 | 0 | 97 |
| 1 year | -0.044 | 0 | 94 |
| 3 years | -0.009 | 0 | 77 |
| 5 years | 0.042 | 0 | 63 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.048 | — |
| 2022 | -0.167 | — |
| 2021 | 0.023 | — |
| 2020 | 0.106 | — |
| 2019 | 0.316 | — |
| 2018 | -0.131 | — |
| 2017 | 0.212 | — |
| 2016 | 0.115 | — |
| 2015 | -0.047 | — |
| 2014 | 0.111 | — |
| 2013 | -0.017 | — |
| 2012 | 0.106 | — |
| 2011 | -0.213 | — |
| 2010 | 0.223 | — |
| 2009 | 0.674 | — |
| 2008 | -0.398 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.057 | 0.056 | 0.005 | 0.003 |
| 2023 | 0.037 | 0.030 | -0.051 | 0.033 |
| 2022 | -0.068 | -0.091 | -0.060 | 0.045 |
| 2021 | 0.065 | 0.038 | -0.043 | -0.033 |
| 2020 | -0.254 | 0.188 | 0.050 | 0.189 |
| 2019 | 0.141 | 0.034 | 0.026 | 0.087 |
| 2018 | 0.005 | -0.029 | -0.026 | -0.086 |
| 2017 | 0.092 | 0.002 | 0.065 | 0.040 |
| 2016 | -0.040 | 0.027 | 0.097 | 0.031 |
| 2015 | 0.093 | -0.043 | -0.134 | 0.052 |
| 2014 | -0.023 | 0.084 | 0.076 | -0.025 |
| 2013 | 0.015 | -0.098 | 0.044 | 0.027 |
| 2012 | 0.071 | -0.039 | 0.051 | 0.023 |
| 2011 | -0.046 | -0.033 | -0.209 | 0.078 |
| 2010 | 0.086 | 0.017 | 0.018 | 0.086 |
| 2009 | 0.006 | 0.315 | 0.169 | 0.082 |
| 2008 | -0.165 | 0.021 | -0.142 | -0.178 |
| 2007 | 0.122 | 0.050 | -0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | -0.009 |
| 5 years | 0.042 |
| 10 years | 0.030 |