Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 56 |
| 1 month | -0.030 | 0 | 66 |
| 3 months | -0.089 | 0 | 60 |
| 1 year | 0.003 | 0 | 73 |
| 3 years | 0.017 | 0 | 80 |
| 5 years | 0.058 | 0 | 64 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.122 | — |
| 2022 | -0.162 | — |
| 2021 | 0.138 | — |
| 2020 | 0.039 | — |
| 2019 | 0.220 | — |
| 2018 | -0.099 | — |
| 2017 | 0.102 | — |
| 2016 | 0.078 | — |
| 2015 | 0.034 | — |
| 2014 | 0.104 | — |
| 2013 | 0.080 | — |
| 2012 | 0.132 | — |
| 2011 | -0.159 | — |
| 2010 | 0.210 | — |
| 2009 | 0.459 | — |
| 2008 | -0.516 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.060 | 0.009 | 0.023 | 0.007 |
| 2023 | 0.053 | 0.028 | -0.021 | 0.059 |
| 2022 | -0.052 | -0.097 | -0.025 | 0.004 |
| 2021 | 0.058 | 0.047 | -0.014 | 0.043 |
| 2020 | -0.221 | 0.161 | 0.031 | 0.115 |
| 2019 | 0.124 | 0.014 | 0.019 | 0.051 |
| 2018 | -0.037 | 0.019 | 0.026 | -0.106 |
| 2017 | 0.052 | -0.017 | 0.030 | 0.035 |
| 2016 | -0.029 | -0.003 | 0.063 | 0.048 |
| 2015 | 0.145 | -0.030 | -0.148 | 0.092 |
| 2014 | -0.004 | 0.053 | 0.029 | 0.023 |
| 2013 | 0.058 | -0.046 | 0.046 | 0.023 |
| 2012 | 0.104 | -0.052 | 0.076 | 0.005 |
| 2011 | -0.041 | -0.042 | -0.145 | 0.071 |
| 2010 | 0.080 | -0.019 | 0.032 | 0.106 |
| 2009 | -0.015 | 0.192 | 0.161 | 0.070 |
| 2008 | -0.157 | 0.014 | -0.194 | -0.298 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.000 |
| 5 years | 0.047 |
| 10 years | 0.024 |