Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.177 | 0 | 100 |
| 1 month | -0.068 | 0 | 92 |
| 3 months | -0.221 | 0 | 100 |
| 1 year | -0.020 | 0 | 98 |
| 3 years | 0.114 | 0 | 53 |
| 5 years | 0.123 | 0 | 57 |
| 10 years | 0.131 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.455 | — |
| 2023 | 0.242 | — |
| 2022 | -0.226 | — |
| 2021 | 0.240 | — |
| 2020 | 0.282 | — |
| 2019 | 0.229 | — |
| 2018 | 0.126 | — |
| 2017 | 0.216 | — |
| 2016 | -0.016 | — |
| 2015 | 0.187 | — |
| 2014 | 0.125 | — |
| 2013 | 0.428 | — |
| 2012 | 0.102 | — |
| 2011 | -0.042 | — |
| 2010 | 0.089 | — |
| 2009 | 0.100 | — |
| 2008 | -0.342 | — |
| 2007 | -0.115 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.117 | — | — | — |
| 2024 | 0.252 | 0.059 | 0.022 | 0.073 |
| 2023 | 0.051 | 0.108 | -0.004 | 0.070 |
| 2022 | -0.111 | -0.142 | -0.006 | 0.021 |
| 2021 | 0.008 | 0.104 | 0.026 | 0.087 |
| 2020 | -0.081 | 0.222 | 0.109 | 0.030 |
| 2019 | 0.126 | 0.018 | -0.004 | 0.077 |
| 2018 | 0.065 | 0.082 | 0.084 | -0.098 |
| 2017 | 0.057 | 0.021 | 0.035 | 0.088 |
| 2016 | -0.070 | 0.011 | 0.063 | -0.017 |
| 2015 | 0.131 | -0.015 | -0.021 | 0.089 |
| 2014 | 0.054 | -0.005 | 0.021 | 0.051 |
| 2013 | 0.108 | 0.050 | 0.093 | 0.124 |
| 2012 | 0.110 | -0.033 | 0.030 | -0.002 |
| 2011 | 0.016 | -0.021 | -0.107 | 0.080 |
| 2010 | 0.019 | -0.089 | 0.069 | 0.097 |
| 2009 | -0.055 | 0.064 | 0.052 | 0.040 |
| 2008 | -0.121 | -0.047 | -0.105 | -0.123 |
| 2007 | 0.034 | -0.054 | -0.067 | -0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.114 |
| 5 years | 0.123 |
| 10 years | 0.131 |