Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 84 |
| 1 month | 0.022 | 0 | 55 |
| 3 months | 0.001 | 0 | 91 |
| 1 year | 0.072 | 0 | 50 |
| 3 years | 0.130 | 0 | 29 |
| 5 years | 0.138 | 0 | 53 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.208 | — |
| 2022 | 0.041 | — |
| 2021 | 0.130 | — |
| 2020 | 0.077 | — |
| 2019 | 0.077 | — |
| 2018 | -0.056 | — |
| 2017 | 0.304 | — |
| 2016 | 0.027 | — |
| 2015 | 0.054 | — |
| 2014 | 0.242 | — |
| 2013 | 0.194 | — |
| 2012 | 0.274 | — |
| 2011 | -0.205 | — |
| 2010 | 0.176 | — |
| 2009 | 0.701 | — |
| 2008 | -0.491 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.029 | 0.072 | 0.052 | -0.008 |
| 2023 | -0.015 | 0.076 | 0.036 | 0.101 |
| 2022 | -0.006 | -0.057 | 0.075 | 0.032 |
| 2021 | 0.018 | 0.063 | 0.056 | -0.011 |
| 2020 | -0.177 | 0.132 | 0.057 | 0.094 |
| 2019 | 0.041 | 0.013 | 0.000 | 0.022 |
| 2018 | -0.037 | 0.018 | -0.025 | -0.013 |
| 2017 | 0.111 | 0.038 | 0.087 | 0.040 |
| 2016 | -0.053 | 0.070 | 0.062 | -0.046 |
| 2015 | 0.088 | -0.025 | 0.005 | -0.011 |
| 2014 | -0.002 | 0.131 | 0.073 | 0.026 |
| 2013 | -0.012 | 0.033 | 0.016 | 0.151 |
| 2012 | 0.087 | 0.035 | 0.096 | 0.033 |
| 2011 | -0.059 | -0.008 | -0.085 | -0.069 |
| 2010 | 0.032 | 0.023 | 0.116 | -0.001 |
| 2009 | -0.021 | 0.333 | 0.219 | 0.069 |
| 2008 | -0.276 | -0.190 | 0.018 | -0.148 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.130 |
| 5 years | 0.138 |
| 10 years | 0.091 |