Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 79 |
| 1 month | -0.017 | 0 | 27 |
| 3 months | -0.039 | 0 | 24 |
| 1 year | -0.017 | 0 | 78 |
| 3 years | 0.002 | 0 | 70 |
| 5 years | 0.040 | 0 | 59 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | 0.005 | — |
| 2022 | -0.158 | — |
| 2021 | -0.025 | — |
| 2020 | 0.231 | — |
| 2019 | 0.157 | — |
| 2018 | -0.090 | — |
| 2017 | 0.173 | — |
| 2016 | 0.360 | — |
| 2015 | -0.084 | — |
| 2014 | 0.059 | — |
| 2013 | -0.078 | — |
| 2012 | 0.213 | — |
| 2011 | -0.101 | — |
| 2010 | 0.342 | — |
| 2009 | 0.637 | — |
| 2008 | -0.226 | — |
| 2007 | 0.319 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.025 | 0.038 | 0.024 | -0.023 |
| 2023 | 0.016 | -0.028 | -0.018 | 0.035 |
| 2022 | -0.105 | -0.051 | -0.030 | 0.022 |
| 2021 | 0.002 | 0.046 | -0.042 | -0.030 |
| 2020 | -0.218 | 0.231 | 0.061 | 0.205 |
| 2019 | 0.068 | 0.071 | -0.011 | 0.022 |
| 2018 | -0.050 | -0.041 | 0.010 | -0.012 |
| 2017 | 0.107 | 0.013 | 0.012 | 0.034 |
| 2016 | 0.115 | 0.104 | 0.106 | -0.001 |
| 2015 | 0.086 | -0.075 | -0.124 | 0.040 |
| 2014 | 0.008 | 0.048 | 0.016 | -0.014 |
| 2013 | 0.078 | -0.091 | -0.029 | -0.030 |
| 2012 | 0.112 | -0.035 | 0.065 | 0.062 |
| 2011 | -0.037 | 0.025 | -0.136 | 0.054 |
| 2010 | 0.125 | -0.027 | 0.126 | 0.089 |
| 2009 | -0.018 | 0.238 | 0.253 | 0.075 |
| 2008 | -0.076 | 0.001 | -0.121 | -0.047 |
| 2007 | 0.046 | 0.092 | 0.096 | 0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.002 |
| 5 years | 0.040 |
| 10 years | 0.039 |