Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 76 |
| 1 month | -0.018 | 0 | 64 |
| 3 months | -0.090 | 0 | 91 |
| 1 year | -0.084 | 0 | 92 |
| 3 years | 0.041 | 0 | 60 |
| 5 years | 0.058 | 0 | 88 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.110 | — |
| 2022 | -0.119 | — |
| 2021 | -0.011 | — |
| 2020 | 0.194 | — |
| 2019 | 0.260 | — |
| 2018 | -0.218 | — |
| 2017 | 0.142 | — |
| 2016 | -0.015 | — |
| 2015 | -0.056 | — |
| 2014 | -0.056 | — |
| 2013 | 0.368 | — |
| 2012 | 0.041 | — |
| 2011 | -0.211 | — |
| 2010 | -0.095 | — |
| 2009 | 0.130 | — |
| 2008 | -0.543 | — |
| 2007 | 0.655 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.098 | 0 | 0.027 | -0.074 |
| 2023 | 0.080 | 0.058 | -0.073 | 0.048 |
| 2022 | -0.070 | -0.152 | 0.066 | 0.049 |
| 2021 | -0.049 | 0.006 | -0.028 | 0.063 |
| 2020 | -0.193 | 0.179 | 0.087 | 0.154 |
| 2019 | 0.163 | 0.064 | -0.023 | 0.042 |
| 2018 | -0.038 | -0.017 | 0.003 | -0.175 |
| 2017 | -0.013 | 0.040 | 0.083 | 0.028 |
| 2016 | -0.028 | -0.019 | 0.042 | -0.008 |
| 2015 | 0.019 | 0.003 | -0.079 | 0.002 |
| 2014 | 0.027 | -0.025 | -0.090 | 0.037 |
| 2013 | 0.144 | 0.002 | 0.083 | 0.102 |
| 2012 | 0.081 | -0.084 | 0.013 | 0.037 |
| 2011 | 0.030 | -0.093 | -0.185 | 0.035 |
| 2010 | -0.044 | -0.159 | 0.068 | 0.054 |
| 2009 | -0.091 | 0.197 | 0.056 | -0.017 |
| 2008 | -0.227 | 0.030 | -0.212 | -0.272 |
| 2007 | 0.146 | 0.177 | 0.070 | 0.146 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.121 |
| 3 years | 0.027 |
| 5 years | 0.049 |
| 10 years | 0.013 |