Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 42 |
| 1 month | 0.003 | 0 | 54 |
| 3 months | -0.032 | 0 | 36 |
| 1 year | 0.033 | 0 | 41 |
| 3 years | -0.011 | 0 | 63 |
| 5 years | 0.054 | 0 | 49 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.054 | — |
| 2022 | -0.254 | — |
| 2021 | 0.254 | — |
| 2020 | 0.100 | — |
| 2019 | 0.329 | — |
| 2018 | -0.177 | — |
| 2017 | 0.324 | — |
| 2016 | 0.105 | — |
| 2015 | 0.122 | — |
| 2014 | 0.108 | — |
| 2013 | 0.361 | — |
| 2012 | 0.137 | — |
| 2011 | -0.151 | — |
| 2010 | 0.303 | — |
| 2009 | 0.359 | — |
| 2008 | -0.449 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.035 | -0.005 | 0.050 | -0.054 |
| 2023 | 0.120 | -0.006 | -0.073 | 0.021 |
| 2022 | -0.111 | -0.155 | -0.085 | 0.085 |
| 2021 | 0.077 | 0.096 | 0.001 | 0.062 |
| 2020 | -0.161 | 0.124 | 0.069 | 0.091 |
| 2019 | 0.143 | 0.076 | 0.009 | 0.071 |
| 2018 | -0.015 | 0.037 | 0.007 | -0.200 |
| 2017 | 0.114 | 0.087 | 0.039 | 0.051 |
| 2016 | 0.004 | 0.007 | 0.094 | -0.002 |
| 2015 | 0.047 | -0.029 | -0.002 | 0.107 |
| 2014 | 0.075 | 0.004 | -0.007 | 0.033 |
| 2013 | 0.122 | 0.003 | 0.107 | 0.093 |
| 2012 | 0.081 | -0.042 | 0.045 | 0.051 |
| 2011 | 0.012 | -0.043 | -0.168 | 0.054 |
| 2010 | 0.109 | -0.040 | 0.086 | 0.127 |
| 2009 | -0.099 | 0.254 | 0.177 | 0.022 |
| 2008 | -0.144 | -0.020 | -0.118 | -0.255 |
| 2007 | 0.068 | -0.040 | -0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | -0.011 |
| 5 years | 0.054 |
| 10 years | 0.069 |