Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 51 |
| 1 month | 0.002 | 0 | 4 |
| 3 months | -0.040 | 0 | 23 |
| 1 year | 0.020 | 0 | 9 |
| 3 years | 0.071 | 0 | 35 |
| 5 years | 0.151 | 0 | 62 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.265 | — |
| 2023 | 0.150 | — |
| 2022 | -0.089 | — |
| 2021 | 0.310 | — |
| 2020 | 0.077 | — |
| 2019 | 0.113 | — |
| 2018 | -0.054 | — |
| 2017 | 0.307 | — |
| 2016 | -0.019 | — |
| 2015 | 0.038 | — |
| 2014 | 0.554 | — |
| 2013 | -0.089 | — |
| 2012 | 0.144 | — |
| 2011 | -0.269 | — |
| 2010 | 0.243 | — |
| 2009 | 0.876 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.103 | — | — | — |
| 2024 | 0.080 | 0.120 | 0.035 | 0.010 |
| 2023 | -0.061 | 0.114 | 0.049 | 0.049 |
| 2022 | -0.053 | -0.082 | 0.141 | -0.082 |
| 2021 | 0.080 | 0.061 | 0.148 | -0.004 |
| 2020 | -0.280 | 0.157 | 0.079 | 0.199 |
| 2019 | 0.072 | -0.009 | 0.020 | 0.028 |
| 2018 | -0.104 | 0.055 | -0.055 | 0.059 |
| 2017 | 0.165 | -0.002 | 0.010 | 0.113 |
| 2016 | -0.085 | 0.064 | 0.059 | -0.049 |
| 2015 | 0.223 | -0.073 | -0.064 | -0.022 |
| 2014 | 0.108 | 0.137 | 0.142 | 0.079 |
| 2013 | -0.022 | -0.073 | -0.065 | 0.075 |
| 2012 | 0.113 | -0.056 | 0.127 | -0.034 |
| 2011 | -0.101 | 0.006 | -0.094 | -0.108 |
| 2010 | 0.115 | 0.096 | 0.009 | 0.009 |
| 2009 | -0.014 | 0.502 | 0.140 | 0.111 |
| 2008 | -0.288 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.071 |
| 5 years | 0.151 |
| 10 years | 0.080 |