Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 4 |
| 1 month | -0.026 | 0 | 38 |
| 3 months | -0.083 | 0 | 7 |
| 1 year | -0.036 | 0 | 25 |
| 3 years | 0.071 | 0 | 7 |
| 5 years | 0.067 | 0 | 28 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.134 | — |
| 2022 | -0.125 | — |
| 2021 | 0.067 | — |
| 2020 | 0.055 | — |
| 2019 | 0.258 | — |
| 2018 | -0.194 | — |
| 2017 | 0.301 | — |
| 2016 | 0.212 | — |
| 2015 | -0.075 | — |
| 2014 | 0.213 | — |
| 2013 | -0.038 | — |
| 2012 | 0.057 | — |
| 2011 | -0.234 | — |
| 2010 | 0.039 | — |
| 2009 | 0.869 | — |
| 2008 | -0.571 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.140 | 0.019 | 0.009 | 0.018 |
| 2023 | 0.081 | 0.085 | -0.034 | 0.001 |
| 2022 | -0.075 | -0.054 | -0.094 | 0.104 |
| 2021 | 0.100 | 0.010 | -0.054 | 0.015 |
| 2020 | -0.150 | 0.106 | 0.061 | 0.058 |
| 2019 | 0.158 | 0.013 | 0.008 | 0.063 |
| 2018 | 0.019 | -0.054 | -0.055 | -0.116 |
| 2017 | 0.116 | 0.026 | 0.054 | 0.078 |
| 2016 | 0.011 | 0.078 | 0.136 | -0.020 |
| 2015 | 0.130 | -0.049 | -0.186 | 0.059 |
| 2014 | -0.002 | 0.125 | 0.030 | 0.050 |
| 2013 | -0.016 | -0.053 | 0.001 | 0.031 |
| 2012 | 0.109 | -0.091 | 0 | 0.049 |
| 2011 | -0.050 | -0.023 | -0.198 | 0.028 |
| 2010 | 0.046 | -0.050 | 0.019 | 0.026 |
| 2009 | 0.108 | 0.352 | 0.103 | 0.131 |
| 2008 | -0.245 | 0.006 | -0.219 | -0.277 |
| 2007 | 0.115 | 0.110 | 0.080 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.071 |
| 5 years | 0.067 |
| 10 years | 0.049 |