Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 86 |
| 1 month | -0.004 | 0 | 64 |
| 3 months | -0.030 | 0 | 78 |
| 1 year | 0.028 | 0 | 87 |
| 3 years | 0.064 | 0 | 61 |
| 5 years | 0.097 | 0 | 59 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.101 | — |
| 2022 | -0.032 | — |
| 2021 | 0.141 | — |
| 2020 | -0.065 | — |
| 2019 | 0.157 | — |
| 2018 | -0.150 | — |
| 2017 | 0.125 | — |
| 2016 | 0.156 | — |
| 2015 | 0.010 | — |
| 2014 | 0.041 | — |
| 2013 | 0.267 | — |
| 2012 | 0.210 | — |
| 2011 | -0.105 | — |
| 2010 | 0.220 | — |
| 2009 | 0.361 | — |
| 2008 | -0.358 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.041 | 0.027 | 0.019 | -0.001 |
| 2023 | 0.073 | -0.007 | 0.016 | 0.018 |
| 2022 | -0.010 | -0.077 | -0.040 | 0.104 |
| 2021 | 0.055 | 0.049 | 0.013 | 0.018 |
| 2020 | -0.280 | 0.128 | -0.017 | 0.171 |
| 2019 | 0.089 | 0.025 | -0.001 | 0.039 |
| 2018 | -0.061 | 0.071 | -0.019 | -0.137 |
| 2017 | 0.030 | 0.007 | 0.025 | 0.058 |
| 2016 | -0.014 | 0.018 | 0.093 | 0.054 |
| 2015 | 0.064 | -0.013 | -0.060 | 0.024 |
| 2014 | -0.016 | 0.015 | 0.006 | 0.036 |
| 2013 | 0.098 | -0.013 | 0.086 | 0.076 |
| 2012 | 0.139 | -0.046 | 0.051 | 0.059 |
| 2011 | 0.001 | -0.001 | -0.184 | 0.098 |
| 2010 | 0.095 | -0.103 | 0.131 | 0.098 |
| 2009 | -0.025 | 0.143 | 0.225 | -0.004 |
| 2008 | -0.101 | -0.088 | -0.103 | -0.128 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.046 |
| 5 years | 0.086 |
| 10 years | 0.036 |