Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | — |
| 1 month | -0.009 | 0 | — |
| 3 months | 0.039 | 0 | — |
| 1 year | 0.035 | 0 | — |
| 3 years | 0.080 | 0 | — |
| 5 years | 0.110 | 0 | — |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.159 | — |
| 2022 | -0.066 | — |
| 2021 | 0.200 | — |
| 2020 | -0.081 | — |
| 2019 | 0.203 | — |
| 2018 | -0.141 | — |
| 2017 | 0.049 | — |
| 2016 | 0.118 | — |
| 2015 | -0.028 | — |
| 2014 | 0.009 | — |
| 2013 | 0.242 | — |
| 2012 | 0.125 | — |
| 2011 | -0.062 | — |
| 2010 | 0.114 | — |
| 2009 | 0.161 | — |
| 2008 | -0.289 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.062 | 0.012 | — | — |
| 2024 | 0.063 | -0.030 | 0.036 | -0.036 |
| 2023 | 0.040 | 0.045 | -0.006 | 0.072 |
| 2022 | -0.014 | -0.074 | -0.076 | 0.107 |
| 2021 | 0.101 | 0.050 | 0 | 0.038 |
| 2020 | -0.300 | 0.113 | 0.008 | 0.170 |
| 2019 | 0.104 | 0.025 | 0.005 | 0.058 |
| 2018 | -0.038 | 0.009 | 0.029 | -0.140 |
| 2017 | 0.038 | 0.011 | 0.004 | -0.004 |
| 2016 | -0.025 | 0.015 | 0.058 | 0.068 |
| 2015 | 0.055 | -0.006 | -0.115 | 0.046 |
| 2014 | -0.002 | 0.032 | -0.019 | -0.001 |
| 2013 | 0.075 | 0.022 | 0.059 | 0.067 |
| 2012 | 0.081 | -0.039 | 0.054 | 0.027 |
| 2011 | 0.025 | 0.010 | -0.166 | 0.086 |
| 2010 | 0.057 | -0.071 | 0.077 | 0.053 |
| 2009 | -0.010 | 0.066 | 0.071 | 0.027 |
| 2008 | -0.072 | -0.027 | -0.077 | -0.147 |
| 2007 | -0.011 | -0.007 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | 0.058 |
| 5 years | 0.097 |
| 10 years | 0.032 |