Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 76 |
| 1 month | -0.023 | 0 | 69 |
| 3 months | -0.077 | 0 | 79 |
| 1 year | 0.032 | 0 | 43 |
| 3 years | 0.029 | 0 | 43 |
| 5 years | 0.053 | 0 | 36 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.098 | — |
| 2022 | -0.127 | — |
| 2021 | 0.130 | — |
| 2020 | 0.023 | — |
| 2019 | 0.188 | — |
| 2018 | -0.051 | — |
| 2017 | 0.179 | — |
| 2016 | 0.059 | — |
| 2015 | 0.080 | — |
| 2014 | 0.105 | — |
| 2013 | 0.098 | — |
| 2012 | 0.613 | — |
| 2011 | -0.040 | — |
| 2010 | 0.027 | — |
| 2009 | -0.001 | — |
| 2008 | -0.029 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.061 | 0.029 | 0.022 | 0.016 |
| 2023 | 0.038 | 0.022 | -0.001 | 0.036 |
| 2022 | -0.045 | -0.071 | -0.026 | 0.010 |
| 2021 | 0.041 | 0.047 | -0.002 | 0.040 |
| 2020 | -0.150 | 0.102 | 0.022 | 0.069 |
| 2019 | 0.077 | 0.022 | 0.020 | 0.059 |
| 2018 | -0.031 | 0.036 | 0.020 | -0.074 |
| 2017 | 0.031 | 0.015 | 0.080 | 0.043 |
| 2016 | -0.018 | 0.014 | 0.035 | 0.028 |
| 2015 | 0.095 | -0.005 | -0.060 | 0.054 |
| 2014 | 0.007 | 0.055 | 0.022 | 0.019 |
| 2013 | 0.039 | -0.004 | 0.035 | 0.025 |
| 2012 | 0.099 | 0.029 | 0.059 | 0.347 |
| 2011 | -0.003 | -0.008 | -0.052 | 0.024 |
| 2010 | -0.009 | -0.036 | 0.046 | 0.027 |
| 2009 | -0.010 | -0.002 | 0.002 | 0.010 |
| 2008 | -0.024 | 0.010 | 0.000 | -0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.011 |
| 5 years | 0.042 |
| 10 years | 0.045 |