Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 81 |
| 1 month | -0.016 | 0 | 30 |
| 3 months | -0.047 | 0 | 71 |
| 1 year | 0.043 | 0 | 95 |
| 3 years | 0.045 | 0 | 76 |
| 5 years | 0.047 | 0 | 74 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.097 | — |
| 2022 | -0.132 | — |
| 2021 | 0.101 | — |
| 2020 | 0.005 | — |
| 2019 | 0.090 | — |
| 2018 | -0.085 | — |
| 2017 | 0.035 | — |
| 2016 | 0.102 | — |
| 2015 | -0.044 | — |
| 2014 | 0.041 | — |
| 2013 | 0.152 | — |
| 2012 | 0.088 | — |
| 2011 | -0.021 | — |
| 2010 | 0.094 | — |
| 2009 | 0.187 | — |
| 2008 | -0.207 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.051 | 0.015 | 0.035 | 0.003 |
| 2023 | 0.045 | 0.008 | -0.027 | 0.070 |
| 2022 | -0.056 | -0.098 | -0.021 | 0.040 |
| 2021 | 0.028 | 0.044 | 0.000 | 0.026 |
| 2020 | -0.157 | 0.101 | 0.033 | 0.049 |
| 2019 | 0.057 | 0.006 | 0.006 | 0.019 |
| 2018 | -0.022 | 0.014 | -0.011 | -0.068 |
| 2017 | 0.012 | -0.001 | 0.000 | 0.024 |
| 2016 | 0.008 | 0.033 | 0.032 | 0.026 |
| 2015 | 0.025 | -0.017 | -0.062 | 0.011 |
| 2014 | 0.037 | 0.020 | -0.005 | -0.011 |
| 2013 | 0.049 | -0.002 | 0.038 | 0.060 |
| 2012 | 0.046 | -0.023 | 0.033 | 0.030 |
| 2011 | 0.028 | -0.007 | -0.074 | 0.035 |
| 2010 | 0.019 | -0.035 | 0.070 | 0.040 |
| 2009 | -0.053 | 0.133 | 0.089 | 0.015 |
| 2008 | -0.022 | -0.008 | -0.087 | -0.105 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.045 |
| 5 years | 0.047 |
| 10 years | 0.018 |