Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.065 | 0 | 66 |
| 1 month | -0.041 | 0 | 73 |
| 3 months | -0.080 | 0 | 77 |
| 1 year | -0.010 | 0 | 78 |
| 3 years | -0.027 | 0 | 87 |
| 5 years | 0.042 | 0 | 61 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.032 | — |
| 2022 | -0.228 | — |
| 2021 | 0.116 | — |
| 2020 | 0.162 | — |
| 2019 | 0.221 | — |
| 2018 | -0.154 | — |
| 2017 | 0.176 | — |
| 2016 | 0.070 | — |
| 2015 | 0.114 | — |
| 2014 | 0.160 | — |
| 2013 | 0.257 | — |
| 2012 | 0.152 | — |
| 2011 | -0.166 | — |
| 2010 | 0.380 | — |
| 2009 | 0.544 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.021 | -0.018 | 0.081 | -0.003 |
| 2023 | 0.015 | -0.025 | 0.017 | 0.024 |
| 2022 | -0.102 | -0.110 | -0.044 | 0.011 |
| 2021 | 0.123 | 0.039 | -0.027 | -0.017 |
| 2020 | -0.244 | 0.222 | 0.078 | 0.166 |
| 2019 | 0.143 | -0.006 | 0.037 | 0.036 |
| 2018 | -0.020 | 0.020 | -0.030 | -0.128 |
| 2017 | 0.087 | -0.017 | 0.017 | 0.083 |
| 2016 | -0.037 | 0.038 | 0.092 | -0.020 |
| 2015 | 0.184 | 0.014 | -0.167 | 0.114 |
| 2014 | 0.020 | 0.043 | 0.063 | 0.026 |
| 2013 | 0.146 | -0.030 | 0.071 | 0.057 |
| 2012 | 0.105 | -0.026 | 0.070 | 0 |
| 2011 | -0.066 | -0.018 | -0.130 | 0.044 |
| 2010 | 0.156 | -0.003 | 0.052 | 0.139 |
| 2009 | -0.040 | 0.324 | 0.143 | 0.063 |
| 2008 | -0.199 | -0.248 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | -0.044 |
| 5 years | 0.031 |
| 10 years | 0.014 |