Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 23 |
| 1 month | -0.019 | 0 | 45 |
| 3 months | -0.016 | 0 | 28 |
| 1 year | 0.093 | 0 | 30 |
| 3 years | 0.018 | 0 | 42 |
| 5 years | 0.067 | 0 | 39 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.061 | — |
| 2022 | -0.165 | — |
| 2021 | 0.234 | — |
| 2020 | 0.038 | — |
| 2019 | 0.306 | — |
| 2018 | -0.086 | — |
| 2017 | 0.201 | — |
| 2016 | -0.014 | — |
| 2015 | 0.027 | — |
| 2014 | 0.130 | — |
| 2013 | 0.246 | — |
| 2012 | 0.177 | — |
| 2011 | -0.077 | — |
| 2010 | 0.029 | — |
| 2009 | 0.232 | — |
| 2008 | -0.339 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | — | — | — |
| 2024 | 0.060 | 0.031 | 0.020 | -0.047 |
| 2023 | 0.059 | 0.022 | -0.033 | 0.014 |
| 2022 | -0.055 | -0.110 | -0.048 | 0.043 |
| 2021 | 0.051 | 0.095 | -0.020 | 0.093 |
| 2020 | -0.118 | 0.099 | 0.023 | 0.048 |
| 2019 | 0.143 | 0.066 | 0.021 | 0.049 |
| 2018 | -0.052 | 0.013 | 0.047 | -0.090 |
| 2017 | 0.075 | 0.052 | 0.032 | 0.029 |
| 2016 | -0.085 | 0.041 | 0.026 | 0.009 |
| 2015 | 0.032 | -0.024 | -0.027 | 0.048 |
| 2014 | 0.046 | 0.031 | 0.028 | 0.019 |
| 2013 | 0.152 | 0.001 | 0.050 | 0.030 |
| 2012 | 0.069 | -0.015 | 0.067 | 0.046 |
| 2011 | 0.000 | -0.018 | -0.119 | 0.068 |
| 2010 | 0.068 | -0.100 | 0.035 | 0.035 |
| 2009 | -0.094 | 0.126 | 0.172 | 0.031 |
| 2008 | -0.139 | -0.018 | -0.048 | -0.178 |
| 2007 | -0.033 | -0.046 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | -0.005 |
| 5 years | 0.053 |
| 10 years | 0.053 |