Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 71 |
| 1 month | 0.012 | 0 | 5 |
| 3 months | -0.035 | 0 | 74 |
| 1 year | 0.049 | 0 | 49 |
| 3 years | 0.061 | 0 | 60 |
| 5 years | 0.086 | 0 | — |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.132 | — |
| 2022 | -0.157 | — |
| 2021 | 0.171 | — |
| 2020 | -0.033 | — |
| 2019 | 0.291 | — |
| 2018 | -0.135 | — |
| 2017 | 0.111 | — |
| 2016 | -0.041 | — |
| 2015 | 0.132 | — |
| 2014 | 0.049 | — |
| 2013 | 0.219 | — |
| 2012 | 0.324 | — |
| 2011 | -0.154 | — |
| 2010 | 0.098 | — |
| 2009 | 0.243 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.090 | 0.014 | 0.042 | -0.042 |
| 2023 | 0.079 | 0.013 | -0.029 | 0.067 |
| 2022 | -0.092 | -0.114 | -0.052 | 0.106 |
| 2021 | 0.082 | 0.027 | -0.010 | 0.064 |
| 2020 | -0.257 | 0.204 | 0.019 | 0.061 |
| 2019 | 0.128 | 0.061 | 0.011 | 0.068 |
| 2018 | -0.042 | 0.019 | 0.015 | -0.127 |
| 2017 | 0.062 | 0.025 | 0.034 | -0.013 |
| 2016 | -0.076 | -0.034 | 0.035 | 0.039 |
| 2015 | 0.198 | -0.036 | -0.064 | 0.047 |
| 2014 | 0.025 | 0.020 | -0.017 | 0.020 |
| 2013 | 0.039 | 0.011 | 0.093 | 0.062 |
| 2012 | 0.141 | -0.031 | 0.108 | 0.081 |
| 2011 | 0.025 | 0.009 | -0.239 | 0.075 |
| 2010 | 0.021 | -0.071 | 0.079 | 0.073 |
| 2009 | -0.138 | 0.148 | 0.185 | 0.061 |
| 2008 | 0.033 | -0.155 | -0.206 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.061 |
| 5 years | 0.086 |
| 10 years | 0.034 |