Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 81 |
| 1 month | -0.074 | 0 | 99 |
| 3 months | -0.074 | 0 | 84 |
| 1 year | -0.091 | 0 | 64 |
| 3 years | 0.007 | 0 | 32 |
| 5 years | 0.116 | 0 | 48 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.019 | — |
| 2022 | 0.060 | — |
| 2021 | 0.241 | — |
| 2020 | -0.032 | — |
| 2019 | 0.160 | — |
| 2018 | -0.172 | — |
| 2017 | 0.093 | — |
| 2016 | 0.250 | — |
| 2015 | -0.193 | — |
| 2014 | -0.083 | — |
| 2013 | 0.171 | — |
| 2012 | 0.012 | — |
| 2011 | -0.148 | — |
| 2010 | 0.180 | — |
| 2009 | 0.524 | — |
| 2008 | -0.511 | — |
| 2007 | 0.422 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.083 | -0.019 | 0.014 | -0.044 |
| 2023 | -0.018 | 0.001 | 0.060 | -0.022 |
| 2022 | 0.099 | -0.148 | -0.024 | 0.160 |
| 2021 | 0.110 | 0.046 | -0.004 | 0.073 |
| 2020 | -0.355 | 0.189 | 0.055 | 0.196 |
| 2019 | 0.126 | 0.005 | -0.044 | 0.073 |
| 2018 | -0.057 | 0.075 | 0.014 | -0.194 |
| 2017 | -0.015 | -0.018 | 0.057 | 0.069 |
| 2016 | 0.087 | 0.060 | 0.047 | 0.036 |
| 2015 | -0.008 | -0.027 | -0.182 | 0.021 |
| 2014 | 0.033 | 0.107 | -0.070 | -0.138 |
| 2013 | 0.088 | -0.060 | 0.086 | 0.055 |
| 2012 | 0.052 | -0.113 | 0.105 | -0.019 |
| 2011 | 0.110 | -0.081 | -0.247 | 0.109 |
| 2010 | 0 | -0.138 | 0.162 | 0.179 |
| 2009 | -0.029 | 0.247 | 0.151 | 0.094 |
| 2008 | -0.050 | 0.203 | -0.365 | -0.326 |
| 2007 | 0.061 | 0.161 | 0.097 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.137 |
| 3 years | -0.010 |
| 5 years | 0.105 |
| 10 years | 0.021 |