Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 47 |
| 1 month | -0.058 | 0 | 94 |
| 3 months | -0.121 | 0 | 48 |
| 1 year | -0.036 | 0 | 93 |
| 3 years | 0.020 | 0 | 91 |
| 5 years | 0.064 | 0 | 91 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.115 | — |
| 2022 | -0.191 | — |
| 2021 | 0.197 | — |
| 2020 | 0.088 | — |
| 2019 | 0.257 | — |
| 2018 | -0.125 | — |
| 2017 | 0.058 | — |
| 2016 | 0.038 | — |
| 2015 | 0.107 | — |
| 2014 | 0.137 | — |
| 2013 | 0.220 | — |
| 2012 | 0.123 | — |
| 2011 | -0.150 | — |
| 2010 | 0.194 | — |
| 2009 | 0.263 | — |
| 2008 | -0.458 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.101 | 0.020 | 0.006 | 0.019 |
| 2023 | 0.022 | 0.042 | -0.001 | 0.048 |
| 2022 | -0.066 | -0.125 | -0.020 | 0.010 |
| 2021 | 0.065 | 0.067 | 0.001 | 0.053 |
| 2020 | -0.206 | 0.171 | 0.067 | 0.097 |
| 2019 | 0.151 | 0.014 | 0.033 | 0.042 |
| 2018 | -0.047 | 0.048 | 0.025 | -0.146 |
| 2017 | 0.040 | -0.023 | 0.010 | 0.032 |
| 2016 | -0.062 | -0.005 | 0.048 | 0.062 |
| 2015 | 0.153 | -0.031 | -0.093 | 0.091 |
| 2014 | 0.019 | 0.030 | 0.027 | 0.055 |
| 2013 | 0.091 | 0.009 | 0.043 | 0.062 |
| 2012 | 0.121 | -0.052 | 0.060 | -0.004 |
| 2011 | -0.015 | -0.046 | -0.166 | 0.085 |
| 2010 | 0.067 | -0.047 | 0.040 | 0.127 |
| 2009 | -0.078 | 0.169 | 0.131 | 0.036 |
| 2008 | -0.184 | 0.007 | -0.172 | -0.205 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.084 |
| 3 years | 0.003 |
| 5 years | 0.054 |
| 10 years | 0.032 |