Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 24 |
| 1 month | -0.063 | 0 | 97 |
| 3 months | -0.106 | 0 | 32 |
| 1 year | -0.020 | 0 | 86 |
| 3 years | 0.032 | 0 | 81 |
| 5 years | 0.102 | 0 | 49 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.110 | — |
| 2022 | -0.049 | — |
| 2021 | 0.216 | — |
| 2020 | -0.139 | — |
| 2019 | 0.168 | — |
| 2018 | -0.086 | — |
| 2017 | 0.011 | — |
| 2016 | 0.172 | — |
| 2015 | -0.052 | — |
| 2014 | 0.182 | — |
| 2013 | 0.329 | — |
| 2012 | 0.148 | — |
| 2011 | -0.141 | — |
| 2010 | 0.159 | — |
| 2009 | 0.511 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.101 | -0.021 | 0.030 | 0.000 |
| 2023 | 0.008 | 0.037 | 0.010 | 0.051 |
| 2022 | 0.011 | -0.076 | -0.003 | 0.022 |
| 2021 | 0.113 | 0.050 | -0.008 | 0.050 |
| 2020 | -0.363 | 0.136 | 0.026 | 0.160 |
| 2019 | 0.123 | 0.006 | -0.007 | 0.041 |
| 2018 | -0.027 | 0.091 | 0.042 | -0.174 |
| 2017 | 0.034 | -0.048 | -0.002 | 0.028 |
| 2016 | -0.077 | 0.030 | 0.089 | 0.132 |
| 2015 | 0.128 | -0.043 | -0.151 | 0.035 |
| 2014 | 0.039 | 0.044 | 0.025 | 0.064 |
| 2013 | 0.140 | 0.030 | 0.056 | 0.072 |
| 2012 | 0.126 | -0.064 | 0.058 | 0.030 |
| 2011 | 0.004 | -0.026 | -0.193 | 0.089 |
| 2010 | 0.118 | -0.064 | 0.008 | 0.099 |
| 2009 | -0.063 | 0.270 | 0.234 | 0.029 |
| 2008 | -0.026 | -0.220 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.032 |
| 5 years | 0.102 |
| 10 years | 0.023 |