Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 21 |
| 1 month | -0.002 | 0 | 53 |
| 3 months | 0.024 | 0 | 24 |
| 1 year | 0.055 | 0 | 60 |
| 3 years | 0.009 | 0 | 55 |
| 5 years | 0.042 | 0 | 50 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | -0.014 | — |
| 2022 | -0.169 | — |
| 2021 | -0.028 | — |
| 2020 | 0.262 | — |
| 2019 | 0.251 | — |
| 2018 | -0.112 | — |
| 2017 | 0.430 | — |
| 2016 | 0.040 | — |
| 2015 | -0.068 | — |
| 2014 | -0.018 | — |
| 2013 | 0.053 | — |
| 2012 | 0.203 | — |
| 2011 | -0.175 | — |
| 2010 | 0.221 | — |
| 2009 | 0.722 | — |
| 2008 | -0.503 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | -0.007 | 0.052 | 0.089 | -0.088 |
| 2023 | 0.031 | -0.012 | -0.062 | 0.032 |
| 2022 | -0.099 | -0.062 | -0.123 | 0.121 |
| 2021 | 0.055 | 0.020 | -0.068 | -0.031 |
| 2020 | -0.197 | 0.175 | 0.130 | 0.183 |
| 2019 | 0.146 | 0.011 | -0.027 | 0.111 |
| 2018 | 0.038 | -0.044 | -0.025 | -0.082 |
| 2017 | 0.131 | 0.096 | 0.068 | 0.081 |
| 2016 | 0.019 | 0.007 | 0.103 | -0.082 |
| 2015 | 0.035 | 0.015 | -0.158 | 0.054 |
| 2014 | -0.031 | 0.065 | -0.045 | -0.003 |
| 2013 | -0.001 | -0.055 | 0.059 | 0.053 |
| 2012 | 0.113 | -0.046 | 0.077 | 0.053 |
| 2011 | 0.028 | 0.004 | -0.247 | 0.061 |
| 2010 | 0.013 | -0.063 | 0.180 | 0.090 |
| 2009 | 0.002 | 0.314 | 0.221 | 0.072 |
| 2008 | -0.169 | -0.065 | -0.241 | -0.158 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.009 |
| 5 years | 0.042 |
| 10 years | 0.041 |