Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 84 |
| 1 month | 0.018 | 0 | 25 |
| 3 months | 0.012 | 0 | 71 |
| 1 year | 0.071 | 0 | 58 |
| 3 years | 0.020 | 0 | 72 |
| 5 years | 0.037 | 0 | 78 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | 0.086 | — |
| 2022 | -0.273 | — |
| 2021 | -0.045 | — |
| 2020 | 0.201 | — |
| 2019 | 0.230 | — |
| 2018 | -0.183 | — |
| 2017 | 0.363 | — |
| 2016 | 0.036 | — |
| 2015 | -0.099 | — |
| 2014 | -0.038 | — |
| 2013 | -0.046 | — |
| 2012 | 0.179 | — |
| 2011 | -0.236 | — |
| 2010 | 0.222 | — |
| 2009 | 0.731 | — |
| 2008 | -0.538 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.014 | 0.045 | 0.089 | -0.077 |
| 2023 | 0.039 | 0.011 | -0.036 | 0.073 |
| 2022 | -0.130 | -0.113 | -0.135 | 0.089 |
| 2021 | 0.003 | 0.051 | -0.078 | -0.018 |
| 2020 | -0.248 | 0.220 | 0.134 | 0.154 |
| 2019 | 0.116 | 0.024 | -0.012 | 0.090 |
| 2018 | -0.007 | -0.082 | -0.047 | -0.059 |
| 2017 | 0.123 | 0.067 | 0.060 | 0.074 |
| 2016 | 0.025 | 0.043 | 0.057 | -0.083 |
| 2015 | 0.022 | -0.005 | -0.133 | 0.022 |
| 2014 | -0.035 | 0.066 | -0.041 | -0.025 |
| 2013 | -0.013 | -0.064 | 0.025 | 0.008 |
| 2012 | 0.129 | -0.070 | 0.058 | 0.062 |
| 2011 | -0.029 | -0.006 | -0.233 | 0.033 |
| 2010 | 0.023 | -0.075 | 0.197 | 0.079 |
| 2009 | -0.036 | 0.402 | 0.174 | 0.091 |
| 2008 | -0.103 | -0.003 | -0.310 | -0.251 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.001 |
| 5 years | 0.026 |
| 10 years | 0.011 |