Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 91 |
| 1 month | 0.008 | 0 | 94 |
| 3 months | 0.016 | 0 | 89 |
| 1 year | 0.090 | 0 | 74 |
| 3 years | 0.097 | 0 | 25 |
| 5 years | 0.121 | 0 | 12 |
| 10 years | 0.090 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.130 | — |
| 2022 | 0.027 | — |
| 2021 | 0.134 | — |
| 2020 | 0.120 | — |
| 2019 | 0.094 | — |
| 2018 | 0.043 | — |
| 2017 | 0.133 | — |
| 2016 | 0.091 | — |
| 2015 | 0.019 | — |
| 2014 | 0.205 | — |
| 2013 | 0.061 | — |
| 2012 | 0.156 | — |
| 2011 | -0.059 | — |
| 2010 | 0.074 | — |
| 2009 | 0.156 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.024 | 0.045 | 0.051 | -0.016 |
| 2023 | -0.007 | 0.056 | 0.021 | 0.055 |
| 2022 | 0.010 | -0.062 | 0.046 | 0.037 |
| 2021 | 0.029 | 0.045 | 0.054 | 0.000 |
| 2020 | -0.118 | 0.098 | 0.031 | 0.122 |
| 2019 | 0.034 | 0.030 | -0.005 | 0.032 |
| 2018 | -0.022 | 0.015 | 0.030 | 0.020 |
| 2017 | 0.051 | 0.024 | 0.015 | 0.037 |
| 2016 | 0.001 | 0.041 | 0.046 | 0.000 |
| 2015 | 0.016 | 0.004 | -0.008 | 0.007 |
| 2014 | 0.041 | 0.092 | 0.015 | 0.045 |
| 2013 | -0.007 | 0.024 | -0.015 | 0.060 |
| 2012 | 0.078 | 0.004 | 0.041 | 0.026 |
| 2011 | -0.007 | -0.002 | -0.028 | -0.023 |
| 2010 | 0.011 | 0.020 | 0.038 | 0.003 |
| 2009 | -0.003 | 0.100 | 0.040 | 0.014 |
| 2008 | -0.053 | 0.024 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.097 |
| 5 years | 0.121 |
| 10 years | 0.090 |