Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | -0.044 | 0 | — |
| 1 year | 0.110 | 0 | — |
| 3 years | 0.092 | 0 | — |
| 5 years | 0.102 | 0 | — |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.129 | — |
| 2022 | -0.110 | — |
| 2021 | 0.153 | — |
| 2020 | 0.129 | — |
| 2019 | 0.179 | — |
| 2018 | -0.023 | — |
| 2017 | 0.127 | — |
| 2016 | 0.070 | — |
| 2015 | 0.088 | — |
| 2014 | 0.128 | — |
| 2013 | 0.204 | — |
| 2012 | 0.106 | — |
| 2011 | -0.034 | — |
| 2010 | 0.091 | — |
| 2009 | 0.161 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.072 | 0.024 | 0.056 | 0.022 |
| 2023 | 0.046 | 0.021 | -0.019 | 0.078 |
| 2022 | -0.056 | -0.105 | -0.011 | 0.065 |
| 2021 | 0.029 | 0.054 | 0.008 | 0.055 |
| 2020 | -0.128 | 0.132 | 0.055 | 0.084 |
| 2019 | 0.091 | 0.021 | 0.014 | 0.043 |
| 2018 | 0.002 | 0.026 | 0.007 | -0.057 |
| 2017 | 0.042 | 0.015 | 0.016 | 0.049 |
| 2016 | -0.017 | 0.019 | 0.054 | 0.013 |
| 2015 | 0.079 | -0.011 | -0.026 | 0.047 |
| 2014 | 0.044 | 0.026 | 0.020 | 0.033 |
| 2013 | 0.061 | 0.006 | 0.044 | 0.079 |
| 2012 | 0.064 | -0.026 | 0.037 | 0.030 |
| 2011 | 0.025 | -0.011 | -0.084 | 0.041 |
| 2010 | 0.012 | -0.054 | 0.077 | 0.058 |
| 2009 | -0.033 | 0.099 | 0.065 | 0.026 |
| 2008 | -0.102 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.092 |
| 5 years | 0.102 |
| 10 years | 0.080 |