Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 90 |
| 1 month | -0.012 | 0 | 95 |
| 3 months | -0.046 | 0 | 92 |
| 1 year | 0.038 | 0 | 97 |
| 3 years | 0.056 | 0 | 75 |
| 5 years | 0.115 | 0 | 37 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.136 | — |
| 2022 | -0.099 | — |
| 2021 | 0.210 | — |
| 2020 | 0.128 | — |
| 2019 | 0.254 | — |
| 2018 | -0.106 | — |
| 2017 | 0.197 | — |
| 2016 | 0.031 | — |
| 2015 | -0.011 | — |
| 2014 | 0.013 | — |
| 2013 | 0.196 | — |
| 2012 | 0.108 | — |
| 2011 | -0.073 | — |
| 2010 | 0.072 | — |
| 2009 | 0.219 | — |
| 2008 | -0.380 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.053 | 0.016 | 0.051 | -0.048 |
| 2023 | 0.060 | 0.020 | -0.038 | 0.092 |
| 2022 | -0.020 | -0.137 | -0.053 | 0.125 |
| 2021 | 0.068 | 0.057 | -0.006 | 0.078 |
| 2020 | -0.208 | 0.137 | 0.076 | 0.165 |
| 2019 | 0.116 | 0.045 | 0.005 | 0.070 |
| 2018 | -0.029 | 0.009 | 0.030 | -0.114 |
| 2017 | 0.043 | 0.041 | 0.036 | 0.064 |
| 2016 | -0.007 | -0.025 | 0.038 | 0.026 |
| 2015 | 0.013 | 0.003 | -0.071 | 0.048 |
| 2014 | 0.009 | 0.046 | -0.050 | 0.010 |
| 2013 | 0.067 | 0.005 | 0.059 | 0.053 |
| 2012 | 0.075 | -0.027 | 0.055 | 0.005 |
| 2011 | 0.043 | 0.006 | -0.168 | 0.062 |
| 2010 | -0.015 | -0.108 | 0.168 | 0.045 |
| 2009 | -0.146 | 0.186 | 0.138 | 0.058 |
| 2008 | -0.103 | -0.046 | -0.143 | -0.155 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.037 |
| 5 years | 0.103 |
| 10 years | 0.064 |