Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 69 |
| 1 month | -0.026 | 0 | 54 |
| 3 months | -0.085 | 0 | 56 |
| 1 year | 0.005 | 0 | 71 |
| 3 years | 0.028 | 0 | 60 |
| 5 years | 0.068 | 0 | 43 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.125 | — |
| 2022 | -0.152 | — |
| 2021 | 0.209 | — |
| 2020 | 0.067 | — |
| 2019 | 0.214 | — |
| 2018 | -0.068 | — |
| 2017 | 0.075 | — |
| 2016 | 0.076 | — |
| 2015 | 0.081 | — |
| 2014 | 0.146 | — |
| 2013 | 0.121 | — |
| 2012 | 0.134 | — |
| 2011 | -0.066 | — |
| 2010 | 0.132 | — |
| 2009 | 0.210 | — |
| 2008 | -0.326 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.062 | 0.011 | 0.028 | 0.020 |
| 2023 | 0.040 | 0.032 | -0.012 | 0.061 |
| 2022 | -0.052 | -0.105 | -0.039 | 0.039 |
| 2021 | 0.074 | 0.050 | 0.004 | 0.068 |
| 2020 | -0.142 | 0.115 | 0.029 | 0.084 |
| 2019 | 0.101 | 0.016 | 0.034 | 0.049 |
| 2018 | -0.027 | 0.029 | 0.025 | -0.092 |
| 2017 | 0.048 | -0.016 | 0.014 | 0.028 |
| 2016 | -0.014 | 0.020 | 0.033 | 0.035 |
| 2015 | 0.112 | -0.030 | -0.052 | 0.058 |
| 2014 | 0.029 | 0.049 | 0.032 | 0.028 |
| 2013 | 0.052 | -0.016 | 0.037 | 0.045 |
| 2012 | 0.072 | -0.020 | 0.068 | 0.012 |
| 2011 | -0.019 | -0.010 | -0.106 | 0.076 |
| 2010 | 0.062 | -0.030 | 0.020 | 0.077 |
| 2009 | -0.053 | 0.125 | 0.104 | 0.030 |
| 2008 | -0.079 | -0.022 | -0.113 | -0.156 |
| 2007 | -0.014 | -0.029 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.027 |
| 5 years | 0.068 |
| 10 years | 0.051 |