Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 55 |
| 1 month | -0.049 | 0 | 74 |
| 3 months | 0.004 | 0 | 55 |
| 1 year | 0.036 | 0 | 45 |
| 3 years | -0.062 | 0 | 90 |
| 5 years | 0.140 | 0 | 34 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.028 | — |
| 2023 | -0.085 | — |
| 2022 | 0.098 | — |
| 2021 | 0.307 | — |
| 2020 | 0.013 | — |
| 2019 | 0.093 | — |
| 2018 | -0.140 | — |
| 2017 | 0.018 | — |
| 2016 | 0.142 | — |
| 2015 | -0.259 | — |
| 2014 | -0.179 | — |
| 2013 | -0.104 | — |
| 2012 | 0.026 | — |
| 2011 | -0.142 | — |
| 2010 | 0.197 | — |
| 2009 | 0.373 | — |
| 2008 | -0.403 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.096 | — | — | — |
| 2024 | 0.020 | 0.017 | 0.012 | -0.020 |
| 2023 | -0.048 | -0.048 | 0.044 | -0.034 |
| 2022 | 0.252 | -0.081 | -0.079 | 0.036 |
| 2021 | 0.078 | 0.141 | 0.073 | -0.010 |
| 2020 | -0.264 | 0.102 | 0.111 | 0.123 |
| 2019 | 0.074 | -0.004 | -0.025 | 0.047 |
| 2018 | -0.007 | -0.002 | -0.027 | -0.108 |
| 2017 | -0.020 | -0.037 | 0.029 | 0.048 |
| 2016 | 0.010 | 0.136 | -0.032 | 0.028 |
| 2015 | -0.053 | 0.043 | -0.160 | -0.107 |
| 2014 | 0.066 | 0.001 | -0.121 | -0.125 |
| 2013 | -0.012 | -0.102 | 0.021 | -0.011 |
| 2012 | 0.023 | -0.037 | 0.107 | -0.059 |
| 2011 | 0.055 | -0.075 | -0.126 | 0.006 |
| 2010 | -0.039 | -0.044 | 0.127 | 0.156 |
| 2009 | -0.029 | 0.189 | 0.084 | 0.097 |
| 2008 | 0.118 | 0.135 | -0.293 | -0.335 |
| 2007 | 0.048 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | -0.077 |
| 5 years | 0.128 |
| 10 years | 0.009 |