Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 80 |
| 1 month | -0.006 | 0 | 92 |
| 3 months | 0.031 | 0 | 53 |
| 1 year | 0.047 | 0 | 78 |
| 3 years | 0.061 | 0 | 76 |
| 5 years | 0.030 | 0 | 89 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.099 | — |
| 2022 | -0.148 | — |
| 2021 | 0.083 | — |
| 2020 | 0.021 | — |
| 2019 | 0.134 | — |
| 2018 | -0.087 | — |
| 2017 | 0.060 | — |
| 2016 | 0.018 | — |
| 2015 | 0.002 | — |
| 2014 | 0.040 | — |
| 2013 | 0.149 | — |
| 2012 | 0.097 | — |
| 2011 | -0.042 | — |
| 2010 | 0.032 | — |
| 2009 | 0.142 | — |
| 2008 | -0.230 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.021 | 0.027 | — |
| 2024 | 0.045 | 0.000 | 0.019 | 0.002 |
| 2023 | 0.049 | 0.019 | -0.027 | 0.056 |
| 2022 | -0.059 | -0.086 | -0.042 | 0.034 |
| 2021 | 0.032 | 0.028 | -0.003 | 0.023 |
| 2020 | -0.143 | 0.102 | 0.020 | 0.060 |
| 2019 | 0.066 | 0.024 | 0.011 | 0.027 |
| 2018 | -0.027 | 0.008 | 0.001 | -0.070 |
| 2017 | 0.031 | 0.001 | 0.016 | 0.011 |
| 2016 | -0.027 | -0.006 | 0.021 | 0.032 |
| 2015 | 0.068 | -0.033 | -0.052 | 0.023 |
| 2014 | 0.010 | 0.021 | 0.010 | -0.001 |
| 2013 | 0.032 | 0.004 | 0.058 | 0.047 |
| 2012 | 0.058 | -0.028 | 0.050 | 0.016 |
| 2011 | 0.009 | -0.004 | -0.099 | 0.058 |
| 2010 | 0.021 | -0.053 | 0.037 | 0.030 |
| 2009 | -0.059 | 0.083 | 0.092 | 0.026 |
| 2008 | -0.064 | -0.016 | -0.074 | -0.097 |
| 2007 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.061 |
| 5 years | 0.030 |
| 10 years | 0.023 |
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