Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 61 |
| 1 month | -0.010 | 0 | 56 |
| 3 months | -0.040 | 0 | 59 |
| 1 year | -0.025 | 0 | 93 |
| 3 years | 0.017 | 0 | 88 |
| 5 years | 0.049 | 0 | 82 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.006 | — |
| 2023 | 0.096 | — |
| 2022 | -0.135 | — |
| 2021 | 0.155 | — |
| 2020 | 0.029 | — |
| 2019 | 0.172 | — |
| 2018 | -0.116 | — |
| 2017 | 0.089 | — |
| 2016 | 0.024 | — |
| 2015 | 0.080 | — |
| 2014 | 0.056 | — |
| 2013 | 0.125 | — |
| 2012 | 0.169 | — |
| 2011 | -0.062 | — |
| 2010 | 0.004 | — |
| 2009 | 0.177 | — |
| 2008 | -0.315 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.028 | -0.013 | 0.018 | -0.037 |
| 2023 | 0.071 | 0.003 | -0.056 | 0.081 |
| 2022 | -0.081 | -0.089 | -0.052 | 0.090 |
| 2021 | 0.047 | 0.041 | 0.009 | 0.050 |
| 2020 | -0.171 | 0.130 | 0.018 | 0.078 |
| 2019 | 0.095 | 0.036 | 0.011 | 0.022 |
| 2018 | -0.029 | 0.024 | -0.013 | -0.099 |
| 2017 | 0.043 | 0.019 | 0.015 | 0.009 |
| 2016 | -0.029 | -0.024 | 0.045 | 0.034 |
| 2015 | 0.149 | -0.047 | -0.051 | 0.039 |
| 2014 | 0.038 | 0.029 | -0.025 | 0.014 |
| 2013 | 0.020 | -0.007 | 0.059 | 0.048 |
| 2012 | 0.076 | -0.027 | 0.063 | 0.051 |
| 2011 | 0.034 | 0.001 | -0.135 | 0.047 |
| 2010 | 0.003 | -0.055 | 0.053 | 0.007 |
| 2009 | -0.104 | 0.124 | 0.149 | 0.017 |
| 2008 | -0.122 | -0.047 | -0.072 | -0.117 |
| 2007 | 0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | 0.000 |
| 5 years | 0.039 |
| 10 years | 0.016 |