Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 78 |
| 1 month | 0.000 | 0 | 75 |
| 3 months | -0.022 | 0 | 76 |
| 1 year | 0.066 | 0 | 85 |
| 3 years | 0.060 | 0 | 67 |
| 5 years | 0.098 | 0 | 63 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.136 | — |
| 2022 | -0.129 | — |
| 2021 | 0.163 | — |
| 2020 | 0.034 | — |
| 2019 | 0.221 | — |
| 2018 | -0.137 | — |
| 2017 | 0.191 | — |
| 2016 | 0.042 | — |
| 2015 | 0.003 | — |
| 2014 | -0.032 | — |
| 2013 | 0.236 | — |
| 2012 | 0.151 | — |
| 2011 | -0.050 | — |
| 2010 | 0.178 | — |
| 2009 | 0.316 | — |
| 2008 | -0.413 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.063 | -0.003 | 0.073 | -0.048 |
| 2023 | 0.057 | 0.023 | -0.054 | 0.111 |
| 2022 | -0.040 | -0.114 | -0.099 | 0.137 |
| 2021 | 0.067 | 0.047 | -0.034 | 0.077 |
| 2020 | -0.245 | 0.124 | 0.056 | 0.154 |
| 2019 | 0.113 | 0.034 | -0.011 | 0.073 |
| 2018 | -0.044 | -0.006 | 0.023 | -0.112 |
| 2017 | 0.061 | 0.041 | 0.028 | 0.049 |
| 2016 | 0.012 | 0.002 | 0.028 | -0.001 |
| 2015 | 0.031 | 0.001 | -0.082 | 0.060 |
| 2014 | 0.004 | 0.040 | -0.058 | -0.016 |
| 2013 | 0.108 | -0.005 | 0.065 | 0.053 |
| 2012 | 0.092 | -0.043 | 0.082 | 0.017 |
| 2011 | 0.043 | 0.006 | -0.143 | 0.057 |
| 2010 | 0.002 | -0.090 | 0.186 | 0.090 |
| 2009 | -0.115 | 0.206 | 0.167 | 0.056 |
| 2008 | -0.082 | -0.050 | -0.166 | -0.193 |
| 2007 | 0.037 | -0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.042 |
| 5 years | 0.086 |
| 10 years | 0.043 |