Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | 7 |
| 1 month | 0.007 | 0 | 30 |
| 3 months | 0.072 | 0 | 7 |
| 1 year | 0.058 | 0 | 27 |
| 3 years | 0.031 | 0 | 39 |
| 5 years | 0.066 | 0 | 25 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.069 | — |
| 2023 | 0.106 | — |
| 2022 | -0.060 | — |
| 2021 | 0.130 | — |
| 2020 | 0.082 | — |
| 2019 | -0.022 | — |
| 2018 | -0.050 | — |
| 2017 | 0.150 | — |
| 2016 | 0.048 | — |
| 2015 | 0.077 | — |
| 2014 | 0.041 | — |
| 2013 | 0.203 | — |
| 2012 | 0.160 | — |
| 2011 | -0.122 | — |
| 2010 | 0.106 | — |
| 2009 | 0.329 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.092 | — | — | — |
| 2024 | -0.039 | 0.000 | -0.006 | -0.025 |
| 2023 | 0.004 | 0.016 | 0.039 | 0.043 |
| 2022 | -0.025 | -0.028 | -0.054 | 0.048 |
| 2021 | 0.127 | 0.019 | 0.026 | -0.041 |
| 2020 | -0.093 | 0.067 | 0.021 | 0.095 |
| 2019 | 0.021 | -0.007 | -0.040 | 0.005 |
| 2018 | 0.015 | -0.024 | 0.010 | -0.050 |
| 2017 | 0.048 | 0.053 | 0.020 | 0.021 |
| 2016 | -0.037 | 0.004 | 0.033 | 0.050 |
| 2015 | 0.104 | -0.013 | -0.004 | -0.008 |
| 2014 | 0.080 | -0.009 | -0.041 | 0.015 |
| 2013 | 0.051 | -0.034 | 0.085 | 0.091 |
| 2012 | 0.087 | -0.024 | 0.025 | 0.066 |
| 2011 | 0.028 | -0.063 | -0.076 | -0.014 |
| 2010 | 0.058 | -0.027 | 0.054 | 0.020 |
| 2009 | 0.068 | 0.143 | 0.115 | -0.024 |
| 2008 | 0.012 | -0.048 | -0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.014 |
| 5 years | 0.055 |
| 10 years | 0.030 |