Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.193 | 0 | — |
| 1 month | -0.002 | 0 | — |
| 3 months | 0.060 | 0 | — |
| 1 year | 0.180 | 0 | — |
| 3 years | 0.112 | 0 | — |
| 5 years | 0.092 | 0 | — |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.082 | — |
| 2022 | -0.079 | — |
| 2021 | 0.148 | — |
| 2020 | -0.056 | — |
| 2019 | 0.237 | — |
| 2018 | -0.113 | — |
| 2017 | 0.110 | — |
| 2016 | 0.131 | — |
| 2015 | 0.044 | — |
| 2014 | 0.024 | — |
| 2013 | 0.232 | — |
| 2012 | 0.165 | — |
| 2011 | 0.003 | — |
| 2010 | 0.143 | — |
| 2009 | 0.211 | — |
| 2008 | -0.188 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | 0.066 | 0.037 | — |
| 2024 | 0.041 | 0.021 | 0.025 | -0.019 |
| 2023 | 0.028 | -0.012 | 0.003 | 0.062 |
| 2022 | -0.038 | -0.066 | -0.087 | 0.122 |
| 2021 | 0.034 | 0.036 | 0.016 | 0.055 |
| 2020 | -0.305 | 0.163 | -0.012 | 0.182 |
| 2019 | 0.103 | 0.051 | -0.007 | 0.075 |
| 2018 | -0.061 | 0.069 | -0.005 | -0.113 |
| 2017 | 0.034 | 0.023 | 0.011 | 0.039 |
| 2016 | 0.008 | 0.025 | 0.070 | 0.022 |
| 2015 | 0.060 | -0.007 | -0.028 | 0.020 |
| 2014 | 0.000 | 0.007 | -0.030 | 0.049 |
| 2013 | 0.103 | 0.002 | 0.052 | 0.060 |
| 2012 | 0.057 | 0.001 | 0.057 | 0.042 |
| 2011 | 0.000 | 0.046 | -0.118 | 0.087 |
| 2010 | 0.034 | -0.087 | 0.119 | 0.082 |
| 2009 | -0.122 | 0.084 | 0.212 | 0.050 |
| 2008 | -0.096 | -0.053 | -0.019 | -0.032 |
| 2007 | -0.022 | -0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.180 |
| 3 years | 0.112 |
| 5 years | 0.092 |
| 10 years | 0.063 |
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