Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 86 |
| 1 month | -0.040 | 0 | 95 |
| 3 months | 0.026 | 0 | 86 |
| 1 year | 0.056 | 0 | 81 |
| 3 years | 0.070 | 0 | 83 |
| 5 years | 0.137 | 0 | 80 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.154 | — |
| 2022 | -0.143 | — |
| 2021 | 0.216 | — |
| 2020 | 0.016 | — |
| 2019 | 0.264 | — |
| 2018 | -0.177 | — |
| 2017 | 0.206 | — |
| 2016 | -0.124 | — |
| 2015 | 0.276 | — |
| 2014 | -0.001 | — |
| 2013 | 0.297 | — |
| 2012 | 0.254 | — |
| 2011 | -0.229 | — |
| 2010 | 0.052 | — |
| 2009 | 0.412 | — |
| 2008 | -0.498 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.058 | 0.014 | 0.005 | 0.010 |
| 2023 | 0.071 | 0.023 | -0.056 | 0.115 |
| 2022 | -0.097 | -0.132 | -0.033 | 0.131 |
| 2021 | 0.072 | 0.063 | 0.016 | 0.050 |
| 2020 | -0.282 | 0.198 | 0.038 | 0.137 |
| 2019 | 0.152 | 0.003 | 0.025 | 0.067 |
| 2018 | 0.022 | -0.020 | -0.007 | -0.172 |
| 2017 | 0.099 | 0.047 | 0.086 | -0.035 |
| 2016 | -0.156 | -0.115 | 0.036 | 0.131 |
| 2015 | 0.292 | 0.003 | -0.063 | 0.051 |
| 2014 | 0.150 | -0.036 | -0.037 | -0.064 |
| 2013 | 0.028 | -0.002 | 0.147 | 0.102 |
| 2012 | 0.187 | -0.063 | 0.068 | 0.055 |
| 2011 | 0.044 | -0.042 | -0.251 | 0.029 |
| 2010 | 0.021 | -0.129 | 0.099 | 0.076 |
| 2009 | -0.088 | 0.274 | 0.221 | -0.005 |
| 2008 | -0.142 | -0.014 | -0.182 | -0.275 |
| 2007 | -0.068 | -0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.070 |
| 5 years | 0.137 |
| 10 years | 0.040 |