Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 24 |
| 1 month | 0.001 | 0 | 47 |
| 3 months | 0.019 | 0 | 14 |
| 1 year | 0.118 | 0 | 31 |
| 3 years | 0.021 | 0 | 37 |
| 5 years | 0.123 | 0 | 32 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.097 | — |
| 2022 | -0.223 | — |
| 2021 | 0.271 | — |
| 2020 | 0.279 | — |
| 2019 | 0.357 | — |
| 2018 | -0.118 | — |
| 2017 | 0.132 | — |
| 2016 | 0.138 | — |
| 2015 | 0.260 | — |
| 2014 | 0.049 | — |
| 2013 | 0.215 | — |
| 2012 | 0.140 | — |
| 2011 | -0.126 | — |
| 2010 | 0.311 | — |
| 2009 | 0.648 | — |
| 2008 | -0.443 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.055 | — | — | — |
| 2024 | -0.004 | 0.090 | 0.023 | -0.050 |
| 2023 | 0.032 | -0.023 | -0.065 | 0.164 |
| 2022 | -0.101 | -0.143 | -0.100 | 0.120 |
| 2021 | 0.041 | 0.066 | 0.043 | 0.098 |
| 2020 | -0.257 | 0.280 | 0.149 | 0.170 |
| 2019 | 0.116 | 0.044 | -0.010 | 0.175 |
| 2018 | -0.033 | 0.032 | 0.024 | -0.137 |
| 2017 | 0.074 | 0.044 | 0.009 | 0.001 |
| 2016 | -0.030 | 0.003 | 0.124 | 0.040 |
| 2015 | 0.175 | -0.016 | -0.053 | 0.151 |
| 2014 | 0.055 | 0.038 | -0.064 | 0.023 |
| 2013 | 0.098 | -0.036 | 0.124 | 0.022 |
| 2012 | 0.133 | -0.047 | 0.057 | -0.002 |
| 2011 | 0.042 | -0.049 | -0.207 | 0.112 |
| 2010 | 0.127 | -0.095 | 0.131 | 0.136 |
| 2009 | 0 | 0.265 | 0.207 | 0.079 |
| 2008 | -0.090 | -0.004 | -0.174 | -0.256 |
| 2007 | 0.061 | -0.047 | -0.099 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.021 |
| 5 years | 0.123 |
| 10 years | 0.096 |