Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.116 | 0 | 89 |
| 1 month | -0.052 | 0 | 89 |
| 3 months | -0.144 | 0 | 87 |
| 1 year | 0.006 | 0 | 70 |
| 3 years | 0.058 | 0 | 50 |
| 5 years | 0.103 | 0 | 48 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.237 | — |
| 2023 | 0.166 | — |
| 2022 | -0.143 | — |
| 2021 | 0.243 | — |
| 2020 | 0.074 | — |
| 2019 | 0.254 | — |
| 2018 | -0.083 | — |
| 2017 | 0.075 | — |
| 2016 | 0.068 | — |
| 2015 | 0.126 | — |
| 2014 | 0.133 | — |
| 2013 | 0.178 | — |
| 2012 | 0.204 | — |
| 2011 | -0.094 | — |
| 2010 | 0.217 | — |
| 2009 | 0.297 | — |
| 2008 | -0.398 | — |
| 2007 | 0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | 0.115 | 0.033 | 0.007 | 0.066 |
| 2023 | 0.054 | 0.054 | -0.014 | 0.064 |
| 2022 | -0.053 | -0.102 | -0.014 | 0.023 |
| 2021 | 0.080 | 0.062 | 0.001 | 0.083 |
| 2020 | -0.187 | 0.160 | 0.039 | 0.096 |
| 2019 | 0.129 | 0.023 | 0.031 | 0.054 |
| 2018 | -0.031 | 0.031 | 0.030 | -0.109 |
| 2017 | 0.047 | -0.010 | 0.013 | 0.024 |
| 2016 | -0.047 | 0.020 | 0.032 | 0.064 |
| 2015 | 0.168 | -0.026 | -0.070 | 0.064 |
| 2014 | 0.021 | 0.041 | 0.026 | 0.038 |
| 2013 | 0.072 | -0.011 | 0.054 | 0.054 |
| 2012 | 0.112 | -0.022 | 0.079 | 0.026 |
| 2011 | -0.005 | -0.017 | -0.155 | 0.096 |
| 2010 | 0.083 | -0.035 | 0.054 | 0.104 |
| 2009 | -0.085 | 0.172 | 0.156 | 0.046 |
| 2008 | -0.137 | -0.015 | -0.101 | -0.212 |
| 2007 | 0.031 | 0.055 | -0.017 | -0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.057 |
| 5 years | 0.102 |
| 10 years | 0.065 |