Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 86 |
| 1 month | -0.010 | 0 | 32 |
| 3 months | -0.037 | 0 | 87 |
| 1 year | 0.067 | 0 | 98 |
| 3 years | 0.022 | 0 | 100 |
| 5 years | 0.042 | 0 | 90 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.063 | — |
| 2022 | -0.124 | — |
| 2021 | 0.104 | — |
| 2020 | 0.045 | — |
| 2019 | 0.145 | — |
| 2018 | -0.067 | — |
| 2017 | 0.059 | — |
| 2016 | 0.098 | — |
| 2015 | -0.067 | — |
| 2014 | 0.028 | — |
| 2013 | 0.057 | — |
| 2012 | 0.037 | — |
| 2011 | -0.022 | — |
| 2010 | 0.081 | — |
| 2009 | 0.104 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.025 | -0.006 | 0.060 | -0.003 |
| 2023 | 0.028 | 0.002 | -0.041 | 0.076 |
| 2022 | -0.028 | -0.105 | -0.025 | 0.033 |
| 2021 | 0.015 | 0.043 | 0.000 | 0.042 |
| 2020 | -0.122 | 0.097 | 0.027 | 0.057 |
| 2019 | 0.091 | 0.026 | 0.010 | 0.012 |
| 2018 | -0.025 | 0.028 | -0.002 | -0.066 |
| 2017 | 0.022 | -0.003 | 0.012 | 0.026 |
| 2016 | 0.031 | 0.026 | 0.029 | 0.009 |
| 2015 | 0.014 | -0.024 | -0.052 | -0.005 |
| 2014 | 0.034 | 0.032 | -0.019 | -0.019 |
| 2013 | 0.015 | -0.032 | 0.034 | 0.040 |
| 2012 | 0.026 | -0.027 | 0.027 | 0.012 |
| 2011 | 0.027 | -0.029 | -0.073 | 0.058 |
| 2010 | 0.022 | -0.031 | 0.045 | 0.045 |
| 2009 | -0.030 | 0.058 | 0.059 | 0.016 |
| 2008 | -0.095 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.022 |
| 5 years | 0.042 |
| 10 years | 0.026 |