Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 85 |
| 1 month | -0.027 | 0 | 62 |
| 3 months | -0.073 | 0 | 56 |
| 1 year | -0.027 | 0 | 76 |
| 3 years | -0.021 | 0 | 81 |
| 5 years | 0.030 | 0 | 73 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | -0.070 | — |
| 2022 | -0.083 | — |
| 2021 | -0.009 | — |
| 2020 | 0.259 | — |
| 2019 | 0.166 | — |
| 2018 | -0.040 | — |
| 2017 | 0.233 | — |
| 2016 | 0.268 | — |
| 2015 | -0.087 | — |
| 2014 | 0.105 | — |
| 2013 | -0.033 | — |
| 2012 | 0.210 | — |
| 2011 | -0.131 | — |
| 2010 | 0.339 | — |
| 2009 | 0.549 | — |
| 2008 | -0.246 | — |
| 2007 | 0.287 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.020 | 0.046 | 0.038 | -0.013 |
| 2023 | -0.001 | -0.062 | -0.034 | 0.027 |
| 2022 | -0.058 | -0.036 | -0.024 | 0.035 |
| 2021 | 0.002 | 0.031 | -0.030 | -0.012 |
| 2020 | -0.145 | 0.196 | 0.049 | 0.174 |
| 2019 | 0.076 | 0.072 | -0.010 | 0.022 |
| 2018 | -0.025 | 0.022 | -0.007 | -0.030 |
| 2017 | 0.129 | 0.035 | -0.005 | 0.061 |
| 2016 | 0.033 | 0.112 | 0.108 | -0.004 |
| 2015 | 0.085 | -0.072 | -0.130 | 0.043 |
| 2014 | 0.020 | 0.029 | 0.046 | 0.007 |
| 2013 | 0.085 | -0.054 | -0.033 | -0.026 |
| 2012 | 0.115 | -0.018 | 0.054 | 0.049 |
| 2011 | -0.051 | 0.022 | -0.132 | 0.033 |
| 2010 | 0.103 | -0.005 | 0.118 | 0.092 |
| 2009 | -0.034 | 0.210 | 0.240 | 0.068 |
| 2008 | -0.081 | -0.044 | -0.097 | -0.050 |
| 2007 | 0.031 | 0.085 | 0.087 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | -0.021 |
| 5 years | 0.030 |
| 10 years | 0.046 |