Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.139 | 0 | 99 |
| 1 month | -0.018 | 0 | 96 |
| 3 months | -0.088 | 0 | 90 |
| 1 year | -0.155 | 0 | 98 |
| 3 years | -0.137 | 0 | 100 |
| 5 years | -0.017 | 0 | 100 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.013 | — |
| 2023 | -0.065 | — |
| 2022 | -0.332 | — |
| 2021 | 0.180 | — |
| 2020 | 0.348 | — |
| 2019 | 0.199 | — |
| 2018 | -0.028 | — |
| 2017 | 0.350 | — |
| 2016 | 0.109 | — |
| 2015 | 0.055 | — |
| 2014 | -0.040 | — |
| 2013 | 0.323 | — |
| 2012 | 0.152 | — |
| 2011 | 0.049 | — |
| 2010 | 0.085 | — |
| 2009 | 0.441 | — |
| 2008 | -0.383 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.123 | — | — | — |
| 2024 | 0.006 | 0.087 | -0.062 | -0.013 |
| 2023 | -0.002 | -0.039 | -0.073 | 0.051 |
| 2022 | -0.145 | -0.135 | -0.104 | 0.008 |
| 2021 | 0.127 | 0.067 | 0.009 | -0.027 |
| 2020 | -0.190 | 0.211 | 0.097 | 0.254 |
| 2019 | 0.037 | 0.065 | -0.025 | 0.113 |
| 2018 | -0.006 | 0.133 | 0.028 | -0.160 |
| 2017 | 0.099 | 0.097 | 0.042 | 0.076 |
| 2016 | -0.041 | -0.024 | 0.153 | 0.028 |
| 2015 | -0.021 | 0.067 | -0.004 | 0.014 |
| 2014 | 0.087 | -0.084 | -0.024 | -0.011 |
| 2013 | 0.071 | 0.024 | 0.085 | 0.113 |
| 2012 | 0.091 | -0.038 | 0.036 | 0.060 |
| 2011 | 0.043 | 0.067 | -0.075 | 0.018 |
| 2010 | -0.037 | -0.057 | 0.065 | 0.122 |
| 2009 | -0.080 | 0.301 | 0.185 | 0.016 |
| 2008 | -0.048 | -0.008 | -0.132 | -0.247 |
| 2007 | -0.032 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.218 |
| 3 years | -0.159 |
| 5 years | -0.033 |
| 10 years | 0.039 |