Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.107 | 0 | 77 |
| 1 month | -0.038 | 0 | 47 |
| 3 months | -0.143 | 0 | 86 |
| 1 year | 0.011 | 0 | 64 |
| 3 years | 0.038 | 0 | 75 |
| 5 years | 0.091 | 0 | 64 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.219 | — |
| 2023 | 0.117 | — |
| 2022 | -0.104 | — |
| 2021 | 0.321 | — |
| 2020 | -0.015 | — |
| 2019 | 0.270 | — |
| 2018 | -0.049 | — |
| 2017 | 0.042 | — |
| 2016 | 0.107 | — |
| 2015 | 0.102 | — |
| 2014 | 0.196 | — |
| 2013 | 0.184 | — |
| 2012 | 0.121 | — |
| 2011 | -0.016 | — |
| 2010 | 0.261 | — |
| 2009 | 0.309 | — |
| 2008 | -0.351 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | — | — | — |
| 2024 | 0.104 | 0.022 | 0.006 | 0.074 |
| 2023 | 0.020 | 0.049 | -0.002 | 0.046 |
| 2022 | -0.029 | -0.077 | 0.008 | -0.008 |
| 2021 | 0.089 | 0.071 | 0.027 | 0.103 |
| 2020 | -0.174 | 0.117 | 0.021 | 0.045 |
| 2019 | 0.137 | 0.023 | 0.042 | 0.047 |
| 2018 | -0.051 | 0.059 | 0.055 | -0.103 |
| 2017 | 0.046 | -0.035 | -0.018 | 0.052 |
| 2016 | -0.034 | 0.028 | 0.037 | 0.075 |
| 2015 | 0.146 | -0.041 | -0.083 | 0.094 |
| 2014 | 0.015 | 0.056 | 0.060 | 0.053 |
| 2013 | 0.100 | -0.013 | 0.037 | 0.051 |
| 2012 | 0.076 | 0.000 | 0.051 | -0.008 |
| 2011 | -0.011 | -0.015 | -0.089 | 0.110 |
| 2010 | 0.111 | 0.001 | 0.020 | 0.111 |
| 2009 | -0.035 | 0.159 | 0.104 | 0.060 |
| 2008 | -0.138 | -0.005 | -0.067 | -0.189 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.035 |
| 5 years | 0.088 |
| 10 years | 0.067 |