Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 84 |
| 1 month | 0.003 | 0 | 70 |
| 3 months | -0.075 | 0 | 87 |
| 1 year | -0.009 | 0 | 65 |
| 3 years | -0.026 | 0 | 65 |
| 5 years | 0.029 | 0 | 89 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.115 | — |
| 2022 | -0.353 | — |
| 2021 | 0.235 | — |
| 2020 | 0.139 | — |
| 2019 | 0.380 | — |
| 2018 | -0.121 | — |
| 2017 | 0.235 | — |
| 2016 | -0.011 | — |
| 2015 | 0.285 | — |
| 2014 | 0.090 | — |
| 2013 | 0.232 | — |
| 2012 | 0.331 | — |
| 2011 | -0.107 | — |
| 2010 | 0.429 | — |
| 2009 | 0.553 | — |
| 2008 | -0.518 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.011 | -0.011 | 0.075 | -0.051 |
| 2023 | 0.080 | -0.008 | -0.056 | 0.103 |
| 2022 | -0.202 | -0.184 | -0.094 | 0.097 |
| 2021 | 0.040 | 0.080 | 0.035 | 0.061 |
| 2020 | -0.238 | 0.223 | 0.087 | 0.125 |
| 2019 | 0.141 | 0.052 | 0.012 | 0.136 |
| 2018 | -0.007 | 0.070 | -0.016 | -0.159 |
| 2017 | 0.093 | 0.056 | 0.029 | 0.040 |
| 2016 | -0.044 | -0.040 | 0.069 | 0.009 |
| 2015 | 0.183 | 0.031 | -0.042 | 0.100 |
| 2014 | 0.048 | 0.004 | -0.019 | 0.056 |
| 2013 | 0.090 | -0.021 | 0.085 | 0.064 |
| 2012 | 0.172 | -0.013 | 0.100 | 0.047 |
| 2011 | 0.010 | 0.020 | -0.165 | 0.038 |
| 2010 | 0.095 | 0.037 | 0.085 | 0.161 |
| 2009 | -0.015 | 0.237 | 0.194 | 0.066 |
| 2008 | -0.118 | -0.046 | -0.205 | -0.280 |
| 2007 | 0.068 | -0.056 | -0.113 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.058 |
| 3 years | -0.042 |
| 5 years | 0.019 |
| 10 years | 0.041 |