Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.117 | 0 | 61 |
| 1 month | -0.045 | 0 | 83 |
| 3 months | -0.144 | 0 | 53 |
| 1 year | 0.004 | 0 | 42 |
| 3 years | 0.068 | 0 | 28 |
| 5 years | 0.090 | 0 | 42 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.253 | — |
| 2023 | 0.229 | — |
| 2022 | -0.208 | — |
| 2021 | 0.216 | — |
| 2020 | 0.104 | — |
| 2019 | 0.364 | — |
| 2018 | -0.077 | — |
| 2017 | 0.165 | — |
| 2016 | 0.036 | — |
| 2015 | 0.149 | — |
| 2014 | 0.162 | — |
| 2013 | 0.231 | — |
| 2012 | 0.107 | — |
| 2011 | -0.059 | — |
| 2010 | 0.197 | — |
| 2009 | 0.279 | — |
| 2008 | -0.388 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.129 | 0.049 | 0.000 | 0.059 |
| 2023 | 0.065 | 0.068 | -0.004 | 0.085 |
| 2022 | -0.068 | -0.139 | -0.002 | -0.011 |
| 2021 | 0.061 | 0.076 | 0.000 | 0.065 |
| 2020 | -0.147 | 0.152 | 0.047 | 0.073 |
| 2019 | 0.175 | 0.046 | 0.040 | 0.067 |
| 2018 | -0.047 | 0.079 | 0.045 | -0.141 |
| 2017 | 0.066 | 0.002 | 0.021 | 0.069 |
| 2016 | -0.065 | 0.010 | 0.058 | 0.037 |
| 2015 | 0.160 | -0.031 | -0.088 | 0.122 |
| 2014 | -0.013 | 0.053 | 0.065 | 0.050 |
| 2013 | 0.124 | -0.012 | 0.039 | 0.067 |
| 2012 | 0.110 | -0.036 | 0.048 | -0.013 |
| 2011 | -0.017 | -0.014 | -0.120 | 0.103 |
| 2010 | 0.091 | -0.029 | 0.021 | 0.106 |
| 2009 | -0.054 | 0.130 | 0.124 | 0.065 |
| 2008 | -0.177 | -0.012 | -0.087 | -0.176 |
| 2007 | 0.071 | -0.002 | -0.030 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.050 |
| 5 years | 0.079 |
| 10 years | 0.078 |