Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 88 |
| 1 month | 0 | 0 | 85 |
| 3 months | -0.075 | 0 | 94 |
| 1 year | 0.068 | 0 | 71 |
| 3 years | 0.094 | 0 | 36 |
| 5 years | 0.126 | 0 | 30 |
| 10 years | 0.087 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.245 | — |
| 2022 | -0.209 | — |
| 2021 | 0.206 | — |
| 2020 | 0.185 | — |
| 2019 | 0.274 | — |
| 2018 | -0.107 | — |
| 2017 | 0.239 | — |
| 2016 | 0.081 | — |
| 2015 | -0.004 | — |
| 2014 | 0.034 | — |
| 2013 | 0.244 | — |
| 2012 | 0.109 | — |
| 2011 | -0.072 | — |
| 2010 | 0.102 | — |
| 2009 | 0.360 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.090 | 0.028 | 0.043 | 0.000 |
| 2023 | 0.073 | 0.083 | -0.031 | 0.105 |
| 2022 | -0.088 | -0.171 | -0.051 | 0.101 |
| 2021 | 0.069 | 0.068 | -0.003 | 0.060 |
| 2020 | -0.212 | 0.189 | 0.091 | 0.160 |
| 2019 | 0.114 | 0.027 | 0.002 | 0.111 |
| 2018 | -0.017 | 0.007 | 0.032 | -0.126 |
| 2017 | 0.068 | 0.052 | 0.038 | 0.063 |
| 2016 | -0.001 | 0.007 | 0.063 | 0.011 |
| 2015 | 0.027 | 0.007 | -0.091 | 0.059 |
| 2014 | 0.008 | 0.036 | -0.025 | 0.015 |
| 2013 | 0.090 | -0.001 | 0.075 | 0.063 |
| 2012 | 0.110 | -0.065 | 0.066 | 0.002 |
| 2011 | 0.038 | -0.001 | -0.154 | 0.059 |
| 2010 | 0.025 | -0.118 | 0.124 | 0.085 |
| 2009 | -0.084 | 0.210 | 0.158 | 0.059 |
| 2008 | -0.017 | -0.203 | -0.283 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.073 |
| 5 years | 0.113 |
| 10 years | 0.081 |