Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 69 |
| 1 month | -0.012 | 0 | 76 |
| 3 months | -0.035 | 0 | 74 |
| 1 year | 0.053 | 0 | 46 |
| 3 years | 0.079 | 0 | 31 |
| 5 years | 0.103 | 0 | 53 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.153 | — |
| 2022 | -0.143 | — |
| 2021 | 0.233 | — |
| 2020 | -0.053 | — |
| 2019 | 0.234 | — |
| 2018 | -0.106 | — |
| 2017 | 0.086 | — |
| 2016 | 0.042 | — |
| 2015 | 0.081 | — |
| 2014 | 0.089 | — |
| 2013 | 0.169 | — |
| 2012 | 0.158 | — |
| 2011 | -0.112 | — |
| 2010 | 0.074 | — |
| 2009 | 0.238 | — |
| 2008 | -0.387 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | — | — | — |
| 2024 | 0.092 | -0.001 | 0.022 | -0.009 |
| 2023 | 0.092 | 0.030 | -0.036 | 0.064 |
| 2022 | -0.086 | -0.103 | -0.047 | 0.097 |
| 2021 | 0.091 | 0.060 | 0.005 | 0.060 |
| 2020 | -0.252 | 0.132 | -0.003 | 0.121 |
| 2019 | 0.125 | 0.013 | 0.026 | 0.056 |
| 2018 | -0.038 | 0.043 | 0.012 | -0.120 |
| 2017 | 0.054 | -0.009 | 0.029 | 0.010 |
| 2016 | -0.069 | 0.000 | 0.042 | 0.075 |
| 2015 | 0.164 | -0.038 | -0.095 | 0.066 |
| 2014 | 0.012 | 0.047 | 0.023 | 0.005 |
| 2013 | 0.049 | -0.022 | 0.079 | 0.056 |
| 2012 | 0.078 | -0.033 | 0.069 | 0.039 |
| 2011 | 0.003 | -0.011 | -0.177 | 0.088 |
| 2010 | 0.047 | -0.095 | 0.069 | 0.061 |
| 2009 | -0.109 | 0.156 | 0.154 | 0.041 |
| 2008 | -0.157 | -0.034 | -0.084 | -0.179 |
| 2007 | -0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.057 |
| 5 years | 0.090 |
| 10 years | 0.036 |