Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 19 |
| 1 month | -0.010 | 0 | 39 |
| 3 months | -0.055 | 0 | 56 |
| 1 year | 0.094 | 0 | 4 |
| 3 years | 0.033 | 0 | 48 |
| 5 years | 0.093 | 0 | 46 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.197 | — |
| 2023 | -0.014 | — |
| 2022 | -0.109 | — |
| 2021 | 0.154 | — |
| 2020 | 0.188 | — |
| 2019 | 0.202 | — |
| 2018 | -0.172 | — |
| 2017 | 0.029 | — |
| 2016 | 0.086 | — |
| 2015 | -0.004 | — |
| 2014 | 0.061 | — |
| 2013 | 0.268 | — |
| 2012 | -0.010 | — |
| 2011 | -0.150 | — |
| 2010 | 0.304 | — |
| 2009 | 0.266 | — |
| 2008 | -0.402 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.069 | 0.043 | 0.043 | 0.030 |
| 2023 | 0.038 | -0.034 | -0.065 | 0.052 |
| 2022 | -0.019 | -0.150 | -0.003 | 0.071 |
| 2021 | 0.009 | 0.072 | 0.061 | 0.006 |
| 2020 | -0.222 | 0.250 | 0.097 | 0.114 |
| 2019 | 0.129 | 0.004 | 0.007 | 0.053 |
| 2018 | -0.048 | 0.045 | 0.008 | -0.174 |
| 2017 | -0.009 | -0.020 | 0.011 | 0.048 |
| 2016 | -0.044 | 0.054 | 0.072 | 0.006 |
| 2015 | 0.061 | 0.012 | -0.112 | 0.044 |
| 2014 | 0.076 | 0.109 | -0.061 | -0.052 |
| 2013 | 0.029 | -0.008 | 0.106 | 0.123 |
| 2012 | 0.070 | -0.125 | 0.066 | -0.008 |
| 2011 | 0.027 | -0.083 | -0.159 | 0.073 |
| 2010 | 0.068 | -0.046 | 0.118 | 0.145 |
| 2009 | 0.008 | -0.042 | 0.183 | 0.108 |
| 2008 | -0.030 | 0.086 | -0.272 | -0.220 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.033 |
| 5 years | 0.093 |
| 10 years | 0.037 |