Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.094 | 0 | 81 |
| 1 month | -0.026 | 0 | 75 |
| 3 months | -0.123 | 0 | 84 |
| 1 year | -0.068 | 0 | 72 |
| 3 years | 0.015 | 0 | 79 |
| 5 years | 0.084 | 0 | 80 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.085 | — |
| 2022 | -0.181 | — |
| 2021 | 0.384 | — |
| 2020 | 0.096 | — |
| 2019 | 0.328 | — |
| 2018 | -0.131 | — |
| 2017 | 0.091 | — |
| 2016 | 0.081 | — |
| 2015 | 0.062 | — |
| 2014 | 0.132 | — |
| 2013 | 0.229 | — |
| 2012 | 0.195 | — |
| 2011 | -0.070 | — |
| 2010 | 0.232 | — |
| 2009 | 0.396 | — |
| 2008 | -0.443 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | — | — | — |
| 2024 | 0.104 | -0.036 | 0.060 | -0.018 |
| 2023 | 0.034 | 0.017 | -0.049 | 0.085 |
| 2022 | -0.132 | -0.090 | 0.026 | 0.011 |
| 2021 | 0.102 | 0.073 | 0.050 | 0.115 |
| 2020 | -0.174 | 0.152 | 0.051 | 0.096 |
| 2019 | 0.156 | 0.042 | 0.042 | 0.058 |
| 2018 | -0.065 | 0.020 | 0.034 | -0.119 |
| 2017 | 0.043 | -0.006 | 0.016 | 0.036 |
| 2016 | -0.040 | 0.070 | 0.034 | 0.018 |
| 2015 | 0.144 | -0.051 | -0.114 | 0.103 |
| 2014 | 0.043 | 0.029 | 0.008 | 0.045 |
| 2013 | 0.135 | -0.043 | 0.055 | 0.071 |
| 2012 | 0.116 | 0.015 | 0.042 | 0.012 |
| 2011 | -0.022 | -0.009 | -0.113 | 0.082 |
| 2010 | 0.055 | -0.012 | 0.026 | 0.152 |
| 2009 | -0.029 | 0.202 | 0.115 | 0.074 |
| 2008 | -0.150 | -0.037 | -0.154 | -0.197 |
| 2007 | -0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.114 |
| 3 years | -0.003 |
| 5 years | 0.073 |
| 10 years | 0.053 |