Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | — |
| 1 month | 0.025 | 0 | — |
| 3 months | -0.040 | 0 | — |
| 1 year | 0.078 | 0 | — |
| 3 years | 0.039 | 0 | — |
| 5 years | 0.062 | 0 | — |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.158 | — |
| 2022 | -0.247 | — |
| 2021 | 0.112 | — |
| 2020 | 0.159 | — |
| 2019 | 0.227 | — |
| 2018 | -0.086 | — |
| 2017 | 0.252 | — |
| 2016 | 0.022 | — |
| 2015 | 0.031 | — |
| 2014 | 0.057 | — |
| 2013 | 0.139 | — |
| 2012 | 0.166 | — |
| 2011 | 0.032 | — |
| 2010 | 0.119 | — |
| 2009 | 0.192 | — |
| 2008 | -0.414 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.046 | 0.005 | 0.058 | -0.033 |
| 2023 | 0.076 | 0.049 | -0.056 | 0.087 |
| 2022 | -0.089 | -0.166 | -0.084 | 0.083 |
| 2021 | 0.005 | 0.076 | -0.024 | 0.053 |
| 2020 | -0.185 | 0.180 | 0.100 | 0.096 |
| 2019 | 0.092 | 0.053 | 0.001 | 0.065 |
| 2018 | -0.018 | 0.014 | 0.020 | -0.101 |
| 2017 | 0.096 | 0.063 | 0.021 | 0.052 |
| 2016 | 0.007 | 0.021 | 0.018 | -0.024 |
| 2015 | 0.016 | 0.007 | -0.035 | 0.045 |
| 2014 | 0.015 | 0.034 | -0.018 | 0.026 |
| 2013 | 0.067 | -0.034 | 0.045 | 0.057 |
| 2012 | 0.115 | -0.048 | 0.080 | 0.017 |
| 2011 | 0.022 | 0.034 | -0.083 | 0.065 |
| 2010 | 0.049 | -0.103 | 0.140 | 0.043 |
| 2009 | -0.103 | 0.127 | 0.106 | 0.066 |
| 2008 | -0.128 | -0.053 | -0.124 | -0.190 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.021 |
| 5 years | 0.050 |
| 10 years | 0.053 |