Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 14 |
| 1 month | -0.040 | 0 | 30 |
| 3 months | -0.029 | 0 | 14 |
| 1 year | -0.027 | 0 | 14 |
| 3 years | -0.002 | 0 | 19 |
| 5 years | 0.161 | 0 | 14 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.008 | — |
| 2022 | -0.038 | — |
| 2021 | 0.217 | — |
| 2020 | 0.235 | — |
| 2019 | 0.278 | — |
| 2018 | -0.231 | — |
| 2017 | 0.101 | — |
| 2016 | 0.635 | — |
| 2015 | -0.003 | — |
| 2014 | -0.160 | — |
| 2013 | -0.492 | — |
| 2012 | -0.210 | — |
| 2011 | -0.404 | — |
| 2010 | 0.629 | — |
| 2009 | 1.526 | — |
| 2008 | -0.719 | — |
| 2007 | 0.148 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | — | — | — |
| 2024 | 0.137 | 0.082 | 0.025 | -0.079 |
| 2023 | -0.004 | -0.032 | 0.019 | 0.026 |
| 2022 | 0.199 | -0.242 | -0.001 | 0.059 |
| 2021 | 0.078 | 0.079 | -0.052 | 0.104 |
| 2020 | -0.371 | 0.646 | 0.027 | 0.162 |
| 2019 | 0.178 | -0.014 | 0.022 | 0.076 |
| 2018 | -0.080 | 0.163 | -0.091 | -0.210 |
| 2017 | 0.050 | -0.095 | 0.093 | 0.060 |
| 2016 | 0.239 | 0.234 | 0.075 | -0.005 |
| 2015 | 0.121 | 0.249 | -0.277 | -0.016 |
| 2014 | 0.114 | 0.095 | -0.115 | -0.222 |
| 2013 | -0.177 | -0.407 | 0.155 | -0.100 |
| 2012 | -0.025 | -0.232 | 0.191 | -0.114 |
| 2011 | -0.077 | -0.148 | -0.270 | 0.038 |
| 2010 | 0.127 | -0.092 | 0.196 | 0.331 |
| 2009 | 0.332 | 0.389 | 0.233 | 0.107 |
| 2008 | -0.180 | 0.184 | -0.406 | -0.513 |
| 2007 | 0.143 | 0.143 | -0.044 | -0.081 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | -0.019 |
| 5 years | 0.149 |
| 10 years | 0.090 |