Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 70 |
| 1 month | -0.044 | 0 | 65 |
| 3 months | -0.009 | 0 | 74 |
| 1 year | 0.001 | 0 | 70 |
| 3 years | 0.003 | 0 | 12 |
| 5 years | 0.160 | 0 | 17 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.030 | — |
| 2022 | 0.101 | — |
| 2021 | 0.246 | — |
| 2020 | 0.057 | — |
| 2019 | 0.115 | — |
| 2018 | -0.126 | — |
| 2017 | 0.088 | — |
| 2016 | 0.147 | — |
| 2015 | -0.266 | — |
| 2014 | -0.148 | — |
| 2013 | -0.133 | — |
| 2012 | 0.018 | — |
| 2011 | -0.053 | — |
| 2010 | 0.218 | — |
| 2009 | 0.334 | — |
| 2008 | -0.393 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.079 | — | — | — |
| 2024 | 0.055 | 0.024 | 0.005 | -0.017 |
| 2023 | -0.004 | -0.031 | 0.080 | -0.012 |
| 2022 | 0.224 | -0.085 | -0.081 | 0.069 |
| 2021 | 0.073 | 0.111 | 0.013 | 0.032 |
| 2020 | -0.207 | 0.127 | 0.061 | 0.115 |
| 2019 | 0.075 | 0.010 | -0.019 | 0.048 |
| 2018 | -0.008 | 0.013 | -0.032 | -0.101 |
| 2017 | 0 | -0.038 | 0.055 | 0.072 |
| 2016 | 0.028 | 0.108 | -0.009 | 0.017 |
| 2015 | -0.051 | 0.024 | -0.143 | -0.119 |
| 2014 | 0.035 | 0.037 | -0.090 | -0.128 |
| 2013 | -0.030 | -0.118 | 0.044 | -0.029 |
| 2012 | 0.049 | -0.073 | 0.108 | -0.055 |
| 2011 | 0.060 | -0.037 | -0.098 | 0.028 |
| 2010 | 0.002 | -0.055 | 0.130 | 0.138 |
| 2009 | -0.018 | 0.144 | 0.065 | 0.114 |
| 2008 | 0.093 | 0.122 | -0.245 | -0.345 |
| 2007 | 0.032 | 0.043 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.003 |
| 5 years | 0.160 |
| 10 years | 0.038 |