Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 38 |
| 1 month | -0.059 | 0 | 65 |
| 3 months | -0.156 | 0 | 59 |
| 1 year | -0.042 | 0 | 40 |
| 3 years | 0.017 | 0 | 48 |
| 5 years | 0.070 | 0 | 31 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.178 | — |
| 2023 | 0.162 | — |
| 2022 | -0.272 | — |
| 2021 | 0.234 | — |
| 2020 | 0.100 | — |
| 2019 | 0.274 | — |
| 2018 | -0.023 | — |
| 2017 | 0.299 | — |
| 2016 | 0.101 | — |
| 2015 | 0.051 | — |
| 2014 | 0.226 | — |
| 2013 | 0.234 | — |
| 2012 | 0.159 | — |
| 2011 | -0.095 | — |
| 2010 | 0.017 | — |
| 2009 | 0.378 | — |
| 2008 | -0.374 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.140 | -0.023 | 0.029 | 0.028 |
| 2023 | 0.075 | 0.033 | -0.035 | 0.084 |
| 2022 | -0.086 | -0.196 | -0.056 | 0.050 |
| 2021 | 0.134 | 0.062 | 0.010 | 0.015 |
| 2020 | -0.233 | 0.198 | 0.049 | 0.141 |
| 2019 | 0.150 | 0.021 | 0.024 | 0.060 |
| 2018 | -0.010 | 0.052 | 0.035 | -0.094 |
| 2017 | 0.104 | 0.043 | 0.049 | 0.076 |
| 2016 | -0.026 | 0.030 | 0.069 | 0.027 |
| 2015 | 0.011 | -0.030 | -0.039 | 0.116 |
| 2014 | 0.036 | 0.019 | 0.059 | 0.096 |
| 2013 | 0.132 | 0.011 | 0.034 | 0.043 |
| 2012 | 0.077 | 0.011 | 0.053 | 0.010 |
| 2011 | 0.007 | -0.072 | -0.114 | 0.094 |
| 2010 | 0.065 | -0.082 | 0.012 | 0.028 |
| 2009 | 0.008 | 0.160 | 0.127 | 0.046 |
| 2008 | -0.162 | -0.005 | -0.018 | -0.235 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.090 |
| 3 years | 0.000 |
| 5 years | 0.059 |
| 10 years | 0.080 |