Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 73 |
| 1 month | 0.005 | 0 | 31 |
| 3 months | -0.049 | 0 | 73 |
| 1 year | 0.005 | 0 | 63 |
| 3 years | 0.032 | 0 | 67 |
| 5 years | 0.072 | 0 | 70 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.143 | — |
| 2022 | -0.187 | — |
| 2021 | 0.190 | — |
| 2020 | 0.043 | — |
| 2019 | 0.272 | — |
| 2018 | -0.182 | — |
| 2017 | 0.150 | — |
| 2016 | 0.033 | — |
| 2015 | 0.142 | — |
| 2014 | 0.033 | — |
| 2013 | 0.230 | — |
| 2012 | 0.202 | — |
| 2011 | -0.201 | — |
| 2010 | 0.261 | — |
| 2009 | 0.443 | — |
| 2008 | -0.446 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.059 | -0.005 | 0.019 | -0.032 |
| 2023 | 0.075 | 0.009 | -0.033 | 0.090 |
| 2022 | -0.099 | -0.110 | -0.061 | 0.079 |
| 2021 | 0.045 | 0.068 | 0.008 | 0.057 |
| 2020 | -0.219 | 0.163 | 0.040 | 0.104 |
| 2019 | 0.128 | 0.051 | 0.002 | 0.072 |
| 2018 | -0.028 | 0.005 | 0.012 | -0.173 |
| 2017 | 0.072 | 0.044 | 0.034 | -0.006 |
| 2016 | -0.043 | -0.034 | 0.064 | 0.050 |
| 2015 | 0.165 | 0.000 | -0.095 | 0.083 |
| 2014 | 0.051 | 0.016 | -0.049 | 0.017 |
| 2013 | 0.066 | 0.015 | 0.084 | 0.048 |
| 2012 | 0.152 | -0.064 | 0.057 | 0.054 |
| 2011 | 0.016 | -0.008 | -0.189 | -0.022 |
| 2010 | 0.093 | -0.007 | 0.057 | 0.099 |
| 2009 | -0.099 | 0.224 | 0.262 | 0.037 |
| 2008 | -0.119 | -0.076 | -0.045 | -0.287 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | 0.014 |
| 5 years | 0.061 |
| 10 years | 0.031 |