Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 36 |
| 1 month | 0.026 | 0 | 16 |
| 3 months | -0.027 | 0 | 47 |
| 1 year | 0.034 | 0 | 34 |
| 3 years | 0.006 | 0 | 44 |
| 5 years | 0.067 | 0 | 39 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.101 | — |
| 2022 | -0.223 | — |
| 2021 | 0.200 | — |
| 2020 | 0.031 | — |
| 2019 | 0.221 | — |
| 2018 | -0.191 | — |
| 2017 | 0.139 | — |
| 2016 | 0.000 | — |
| 2015 | 0.183 | — |
| 2014 | 0.041 | — |
| 2013 | 0.192 | — |
| 2012 | 0.268 | — |
| 2011 | -0.160 | — |
| 2010 | 0.224 | — |
| 2009 | 0.419 | — |
| 2008 | -0.434 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.021 | -0.004 | 0.066 | -0.054 |
| 2023 | 0.054 | -0.013 | -0.040 | 0.103 |
| 2022 | -0.105 | -0.136 | -0.053 | 0.061 |
| 2021 | 0.049 | 0.060 | 0.024 | 0.054 |
| 2020 | -0.260 | 0.184 | 0.057 | 0.114 |
| 2019 | 0.124 | 0.026 | 0.000 | 0.058 |
| 2018 | -0.050 | 0.023 | 0.002 | -0.170 |
| 2017 | 0.067 | 0.016 | 0.036 | 0.015 |
| 2016 | -0.052 | -0.044 | 0.061 | 0.040 |
| 2015 | 0.178 | 0.003 | -0.080 | 0.088 |
| 2014 | 0.048 | 0.008 | -0.031 | 0.017 |
| 2013 | 0.047 | -0.015 | 0.101 | 0.050 |
| 2012 | 0.162 | -0.053 | 0.097 | 0.050 |
| 2011 | 0.007 | 0.003 | -0.207 | 0.048 |
| 2010 | 0.061 | -0.033 | 0.086 | 0.099 |
| 2009 | -0.062 | 0.203 | 0.201 | 0.047 |
| 2008 | -0.095 | -0.063 | -0.142 | -0.222 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | -0.001 |
| 5 years | 0.063 |
| 10 years | 0.020 |