Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | — |
| 1 month | -0.015 | 0 | — |
| 3 months | 0.014 | 0 | — |
| 1 year | 0.053 | 0 | — |
| 3 years | -0.018 | 0 | — |
| 5 years | -0.003 | 0 | — |
| 10 years | -0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | -0.009 | — |
| 2022 | -0.276 | — |
| 2021 | -0.111 | — |
| 2020 | 0.213 | — |
| 2019 | 0.174 | — |
| 2018 | -0.233 | — |
| 2017 | 0.257 | — |
| 2016 | 0.178 | — |
| 2015 | -0.275 | — |
| 2014 | 0.070 | — |
| 2013 | -0.084 | — |
| 2012 | 0.144 | — |
| 2011 | -0.157 | — |
| 2010 | 0.278 | — |
| 2009 | 0.974 | — |
| 2008 | -0.609 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.028 | 0.053 | 0.080 | -0.071 |
| 2023 | 0.032 | -0.007 | -0.077 | 0.048 |
| 2022 | -0.120 | -0.093 | -0.158 | 0.077 |
| 2021 | 0.033 | -0.017 | -0.099 | -0.028 |
| 2020 | -0.211 | 0.161 | 0.132 | 0.170 |
| 2019 | 0.129 | -0.014 | -0.036 | 0.094 |
| 2018 | -0.021 | -0.083 | -0.021 | -0.127 |
| 2017 | 0.106 | 0.034 | 0.074 | 0.024 |
| 2016 | 0.038 | 0.011 | 0.092 | 0.029 |
| 2015 | 0.020 | -0.059 | -0.252 | 0.011 |
| 2014 | 0.021 | 0.092 | -0.001 | -0.040 |
| 2013 | 0.022 | -0.095 | -0.013 | 0.003 |
| 2012 | 0.108 | -0.080 | 0.067 | 0.051 |
| 2011 | 0.026 | -0.016 | -0.206 | 0.052 |
| 2010 | 0.058 | -0.048 | 0.197 | 0.060 |
| 2009 | 0.050 | 0.404 | 0.221 | 0.097 |
| 2008 | -0.188 | -0.115 | -0.215 | -0.306 |
| 2007 | 0.028 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | -0.028 |
| 5 years | -0.009 |
| 10 years | -0.027 |