Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 39 |
| 1 month | -0.031 | 0 | 55 |
| 3 months | 0.000 | 0 | 39 |
| 1 year | 0.099 | 0 | 53 |
| 3 years | 0.064 | 0 | 62 |
| 5 years | 0.155 | 0 | 45 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.121 | — |
| 2022 | -0.095 | — |
| 2021 | 0.257 | — |
| 2020 | 0.063 | — |
| 2019 | 0.194 | — |
| 2018 | -0.145 | — |
| 2017 | 0.154 | — |
| 2016 | 0.134 | — |
| 2015 | -0.023 | — |
| 2014 | 0.113 | — |
| 2013 | 0.191 | — |
| 2012 | 0.080 | — |
| 2011 | -0.085 | — |
| 2010 | 0.099 | — |
| 2009 | 0.282 | — |
| 2008 | -0.253 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.087 | -0.001 | 0.060 | 0.037 |
| 2023 | 0.038 | 0.014 | -0.006 | 0.072 |
| 2022 | 0.007 | -0.130 | -0.033 | 0.069 |
| 2021 | 0.102 | 0.073 | 0.006 | 0.056 |
| 2020 | -0.211 | 0.115 | 0.073 | 0.126 |
| 2019 | 0.104 | 0.009 | 0.004 | 0.068 |
| 2018 | -0.034 | 0.050 | 0.000 | -0.157 |
| 2017 | 0.039 | 0.002 | 0.051 | 0.055 |
| 2016 | -0.021 | 0.029 | 0.062 | 0.060 |
| 2015 | 0.047 | -0.024 | -0.068 | 0.025 |
| 2014 | 0.049 | 0.037 | 0.012 | 0.011 |
| 2013 | 0.057 | -0.005 | 0.050 | 0.077 |
| 2012 | 0.069 | -0.052 | 0.047 | 0.017 |
| 2011 | 0.039 | -0.030 | -0.139 | 0.053 |
| 2010 | 0.016 | -0.080 | 0.082 | 0.087 |
| 2009 | -0.030 | 0.149 | 0.108 | 0.039 |
| 2008 | -0.040 | 0.040 | -0.122 | -0.147 |
| 2007 | -0.017 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.064 |
| 5 years | 0.155 |
| 10 years | 0.073 |