Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 65 |
| 1 month | -0.091 | 0 | 62 |
| 3 months | -0.045 | 0 | 72 |
| 1 year | 0.032 | 0 | 80 |
| 3 years | 0.008 | 0 | 14 |
| 5 years | 0.020 | 0 | 7 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | -0.088 | — |
| 2022 | 0.042 | — |
| 2021 | 0.039 | — |
| 2020 | -0.091 | — |
| 2019 | 0.178 | — |
| 2018 | -0.071 | — |
| 2017 | 0.250 | — |
| 2016 | 0.069 | — |
| 2015 | 0.113 | — |
| 2014 | 0.281 | — |
| 2013 | 0.056 | — |
| 2012 | 0.144 | — |
| 2011 | -0.176 | — |
| 2010 | 0.130 | — |
| 2009 | 0.626 | — |
| 2008 | -0.456 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.058 | — | — | — |
| 2024 | 0.014 | 0.039 | 0.118 | -0.010 |
| 2023 | 0.071 | -0.070 | -0.008 | -0.077 |
| 2022 | 0.021 | 0.104 | -0.108 | 0.038 |
| 2021 | 0.129 | -0.030 | -0.027 | -0.025 |
| 2020 | -0.143 | 0.022 | -0.007 | 0.045 |
| 2019 | 0.171 | -0.055 | -0.020 | 0.086 |
| 2018 | 0 | 0.022 | -0.009 | -0.083 |
| 2017 | 0.108 | 0.012 | 0.058 | 0.054 |
| 2016 | -0.089 | 0.043 | 0.111 | 0.013 |
| 2015 | 0.216 | 0.075 | -0.229 | 0.105 |
| 2014 | -0.063 | 0.040 | 0.108 | 0.186 |
| 2013 | 0.005 | -0.077 | 0.088 | 0.046 |
| 2012 | 0.064 | -0.007 | 0.004 | 0.078 |
| 2011 | -0.050 | -0.022 | -0.175 | 0.075 |
| 2010 | 0.043 | 0.044 | 0.031 | 0.007 |
| 2009 | 0.098 | 0.241 | 0.048 | 0.139 |
| 2008 | -0.280 | -0.027 | -0.162 | -0.075 |
| 2007 | -0.058 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.008 |
| 5 years | 0.020 |
| 10 years | 0.018 |