Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | 64 |
| 1 month | -0.041 | 0 | 57 |
| 3 months | -0.127 | 0 | 62 |
| 1 year | -0.018 | 0 | 85 |
| 3 years | 0.043 | 0 | 68 |
| 5 years | 0.098 | 0 | 56 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.150 | — |
| 2022 | -0.173 | — |
| 2021 | 0.281 | — |
| 2020 | 0.124 | — |
| 2019 | 0.281 | — |
| 2018 | -0.068 | — |
| 2017 | 0.058 | — |
| 2016 | 0.081 | — |
| 2015 | 0.121 | — |
| 2014 | 0.115 | — |
| 2013 | 0.217 | — |
| 2012 | 0.164 | — |
| 2011 | -0.092 | — |
| 2010 | 0.103 | — |
| 2009 | 0.185 | — |
| 2008 | -0.487 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | — | — | — |
| 2024 | 0.101 | 0.024 | 0.012 | 0.022 |
| 2023 | 0.072 | 0.039 | -0.041 | 0.076 |
| 2022 | -0.093 | -0.115 | 0.005 | 0.026 |
| 2021 | 0.083 | 0.053 | 0.024 | 0.097 |
| 2020 | -0.181 | 0.177 | 0.070 | 0.089 |
| 2019 | 0.147 | 0.025 | 0.034 | 0.053 |
| 2018 | -0.039 | 0.042 | 0.059 | -0.122 |
| 2017 | 0.030 | -0.011 | 0.011 | 0.027 |
| 2016 | -0.048 | 0.034 | 0.044 | 0.052 |
| 2015 | 0.168 | -0.013 | -0.098 | 0.078 |
| 2014 | -0.007 | 0.033 | 0.040 | 0.045 |
| 2013 | 0.076 | -0.011 | 0.065 | 0.075 |
| 2012 | 0.101 | -0.035 | 0.076 | 0.018 |
| 2011 | -0.013 | -0.030 | -0.131 | 0.090 |
| 2010 | 0.043 | -0.035 | 0.007 | 0.088 |
| 2009 | -0.112 | 0.154 | 0.086 | 0.065 |
| 2008 | -0.165 | -0.044 | -0.138 | -0.255 |
| 2007 | 0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.113 |
| 3 years | 0.010 |
| 5 years | 0.080 |
| 10 years | 0.059 |