Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | — |
| 1 month | -0.023 | 0 | — |
| 3 months | -0.076 | 0 | — |
| 1 year | 0.055 | 0 | — |
| 3 years | 0.070 | 0 | — |
| 5 years | 0.113 | 0 | — |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.163 | — |
| 2022 | -0.129 | — |
| 2021 | 0.233 | — |
| 2020 | 0.055 | — |
| 2019 | 0.279 | — |
| 2018 | -0.062 | — |
| 2017 | 0.107 | — |
| 2016 | 0.097 | — |
| 2015 | 0.082 | — |
| 2014 | 0.156 | — |
| 2013 | 0.176 | — |
| 2012 | 0.126 | — |
| 2011 | -0.029 | — |
| 2010 | 0.204 | — |
| 2009 | 0.265 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.084 | 0.029 | 0.029 | 0.028 |
| 2023 | 0.061 | 0.042 | -0.012 | 0.065 |
| 2022 | -0.046 | -0.096 | -0.023 | 0.033 |
| 2021 | 0.082 | 0.057 | 0.008 | 0.070 |
| 2020 | -0.203 | 0.157 | 0.032 | 0.108 |
| 2019 | 0.133 | 0.020 | 0.036 | 0.068 |
| 2018 | -0.033 | 0.049 | 0.034 | -0.107 |
| 2017 | 0.061 | -0.012 | 0.021 | 0.034 |
| 2016 | -0.045 | 0.026 | 0.051 | 0.065 |
| 2015 | 0.157 | -0.029 | -0.104 | 0.075 |
| 2014 | 0.011 | 0.059 | 0.046 | 0.032 |
| 2013 | 0.096 | -0.024 | 0.052 | 0.046 |
| 2012 | 0.083 | -0.009 | 0.069 | -0.018 |
| 2011 | -0.009 | -0.029 | -0.087 | 0.105 |
| 2010 | 0.094 | -0.035 | 0.021 | 0.117 |
| 2009 | -0.072 | 0.142 | 0.126 | 0.060 |
| 2008 | -0.010 | -0.049 | -0.205 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.070 |
| 5 years | 0.113 |
| 10 years | 0.073 |