Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | -0.076 | 0 | — |
| 1 year | 0.057 | 0 | — |
| 3 years | 0.064 | 0 | — |
| 5 years | 0.103 | 0 | — |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.075 | — |
| 2022 | -0.026 | — |
| 2021 | 0.154 | — |
| 2020 | 0.023 | — |
| 2019 | 0.205 | — |
| 2018 | -0.128 | — |
| 2017 | 0.071 | — |
| 2016 | 0.027 | — |
| 2015 | 0.112 | — |
| 2014 | 0.070 | — |
| 2013 | 0.179 | — |
| 2012 | 0.154 | — |
| 2011 | -0.138 | — |
| 2010 | 0.167 | — |
| 2009 | 0.098 | — |
| 2008 | -0.209 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.080 | 0.051 | -0.001 | 0.060 |
| 2023 | 0.015 | 0.024 | 0.021 | 0.013 |
| 2022 | 0.013 | -0.086 | 0.008 | 0.045 |
| 2021 | 0.007 | 0.041 | 0.026 | 0.074 |
| 2020 | -0.209 | 0.138 | 0.034 | 0.100 |
| 2019 | 0.121 | 0.033 | 0.005 | 0.034 |
| 2018 | -0.049 | 0.038 | 0.014 | -0.129 |
| 2017 | 0.037 | 0.007 | 0.014 | 0.011 |
| 2016 | -0.055 | -0.001 | 0.028 | 0.059 |
| 2015 | 0.138 | -0.007 | -0.050 | 0.035 |
| 2014 | 0.026 | 0.024 | 0.001 | 0.018 |
| 2013 | 0.077 | -0.004 | 0.060 | 0.038 |
| 2012 | 0.107 | -0.030 | 0.057 | 0.018 |
| 2011 | -0.027 | -0.033 | -0.114 | 0.034 |
| 2010 | 0.069 | -0.012 | 0.015 | 0.089 |
| 2009 | 0.008 | 0.002 | 0.070 | 0.017 |
| 2008 | -0.131 | -0.009 | -0.034 | -0.050 |
| 2007 | 0.049 | -0.008 | -0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.064 |
| 5 years | 0.103 |
| 10 years | 0.049 |