Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.053 | 0 | — |
| 1 year | 0.105 | 0 | — |
| 3 years | 0.040 | 0 | — |
| 5 years | 0.076 | 0 | — |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.072 | — |
| 2022 | -0.139 | — |
| 2021 | 0.011 | — |
| 2020 | 0.179 | — |
| 2019 | 0.074 | — |
| 2018 | -0.069 | — |
| 2017 | 0.089 | — |
| 2016 | 0.009 | — |
| 2015 | 0.078 | — |
| 2014 | 0.031 | — |
| 2013 | 0.053 | — |
| 2012 | 0.134 | — |
| 2011 | -0.098 | — |
| 2010 | 0.133 | — |
| 2009 | 0.378 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | — | — | — |
| 2024 | 0.034 | 0.041 | 0.043 | -0.033 |
| 2023 | 0.039 | -0.002 | 0.006 | 0.028 |
| 2022 | -0.062 | -0.031 | -0.081 | 0.031 |
| 2021 | 0.078 | 0.032 | -0.068 | -0.025 |
| 2020 | -0.130 | 0.169 | 0.041 | 0.113 |
| 2019 | 0.067 | -0.008 | -0.023 | 0.039 |
| 2018 | 0.016 | -0.035 | -0.002 | -0.048 |
| 2017 | 0.026 | 0.003 | 0.035 | 0.023 |
| 2016 | -0.008 | -0.012 | 0.040 | -0.011 |
| 2015 | 0.044 | 0.045 | -0.052 | 0.043 |
| 2014 | 0.008 | 0.044 | -0.016 | -0.004 |
| 2013 | 0.035 | -0.020 | 0.025 | 0.012 |
| 2012 | 0.066 | -0.021 | 0.039 | 0.045 |
| 2011 | 0.012 | -0.001 | -0.119 | 0.013 |
| 2010 | 0.032 | -0.033 | 0.093 | 0.038 |
| 2009 | 0.069 | 0.144 | 0.087 | 0.037 |
| 2008 | -0.032 | -0.132 | -0.125 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.040 |
| 5 years | 0.076 |
| 10 years | 0.036 |