Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 77 |
| 1 month | -0.002 | 0 | 54 |
| 3 months | -0.012 | 0 | 81 |
| 1 year | 0.029 | 0 | 90 |
| 3 years | 0.064 | 0 | 79 |
| 5 years | 0.109 | 0 | 52 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.142 | — |
| 2022 | -0.056 | — |
| 2021 | 0.236 | — |
| 2020 | -0.077 | — |
| 2019 | 0.194 | — |
| 2018 | -0.131 | — |
| 2017 | 0.074 | — |
| 2016 | -0.014 | — |
| 2015 | 0.147 | — |
| 2014 | 0.075 | — |
| 2013 | 0.319 | — |
| 2012 | 0.215 | — |
| 2011 | -0.056 | — |
| 2010 | 0.062 | — |
| 2009 | 0.185 | — |
| 2008 | -0.369 | — |
| 2007 | 0.005 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.050 | — | — | — |
| 2024 | 0.017 | 0.019 | 0.032 | -0.046 |
| 2023 | 0.089 | 0.007 | -0.003 | 0.044 |
| 2022 | -0.034 | -0.088 | -0.056 | 0.136 |
| 2021 | 0.121 | 0.033 | 0.023 | 0.043 |
| 2020 | -0.285 | 0.152 | -0.009 | 0.132 |
| 2019 | 0.104 | -0.012 | 0.023 | 0.070 |
| 2018 | -0.031 | 0.026 | -0.003 | -0.123 |
| 2017 | 0.049 | 0.015 | 0.015 | -0.006 |
| 2016 | -0.091 | -0.039 | 0.035 | 0.091 |
| 2015 | 0.174 | -0.001 | -0.069 | 0.050 |
| 2014 | 0.040 | 0.019 | 0.011 | 0.003 |
| 2013 | 0.057 | 0.030 | 0.110 | 0.092 |
| 2012 | 0.083 | -0.049 | 0.097 | 0.076 |
| 2011 | 0.022 | -0.012 | -0.115 | 0.056 |
| 2010 | 0.040 | -0.039 | 0.026 | 0.035 |
| 2009 | -0.105 | 0.131 | 0.131 | 0.035 |
| 2008 | -0.155 | -0.046 | -0.077 | -0.152 |
| 2007 | 0.022 | 0.048 | -0.038 | -0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.046 |
| 5 years | 0.098 |
| 10 years | 0.029 |