Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 63 |
| 1 month | 0.002 | 0 | 48 |
| 3 months | -0.008 | 0 | 51 |
| 1 year | 0.054 | 0 | 61 |
| 3 years | 0.093 | 0 | 47 |
| 5 years | 0.120 | 0 | 47 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.172 | — |
| 2022 | -0.109 | — |
| 2021 | 0.214 | — |
| 2020 | -0.013 | — |
| 2019 | 0.288 | — |
| 2018 | -0.146 | — |
| 2017 | 0.136 | — |
| 2016 | 0.038 | — |
| 2015 | 0.109 | — |
| 2014 | 0.048 | — |
| 2013 | 0.237 | — |
| 2012 | 0.196 | — |
| 2011 | -0.158 | — |
| 2010 | 0.038 | — |
| 2009 | 0.276 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.072 | 0.000 | 0.031 | -0.035 |
| 2023 | 0.109 | 0.029 | -0.040 | 0.069 |
| 2022 | -0.093 | -0.086 | -0.049 | 0.130 |
| 2021 | 0.093 | 0.049 | 0.005 | 0.053 |
| 2020 | -0.249 | 0.170 | 0.004 | 0.119 |
| 2019 | 0.144 | 0.044 | 0.026 | 0.051 |
| 2018 | -0.033 | 0.028 | 0.004 | -0.145 |
| 2017 | 0.074 | 0.015 | 0.043 | -0.001 |
| 2016 | -0.072 | -0.025 | 0.065 | 0.077 |
| 2015 | 0.189 | -0.047 | -0.086 | 0.070 |
| 2014 | 0.030 | 0.032 | -0.009 | -0.005 |
| 2013 | 0.026 | 0.006 | 0.116 | 0.074 |
| 2012 | 0.097 | -0.059 | 0.086 | 0.067 |
| 2011 | 0.023 | 0.006 | -0.226 | 0.057 |
| 2010 | 0.009 | -0.092 | 0.076 | 0.053 |
| 2009 | -0.137 | 0.193 | 0.208 | 0.027 |
| 2008 | -0.211 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.081 |
| 5 years | 0.112 |
| 10 years | 0.052 |