Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 18 |
| 1 month | -0.022 | 0 | 10 |
| 3 months | 0.031 | 0 | 18 |
| 1 year | 0.068 | 0 | 48 |
| 3 years | 0.086 | 0 | 21 |
| 5 years | 0.164 | 0 | 11 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.114 | — |
| 2022 | 0.006 | — |
| 2021 | 0.306 | — |
| 2020 | -0.105 | — |
| 2019 | 0.210 | — |
| 2018 | -0.063 | — |
| 2017 | 0.104 | — |
| 2016 | 0.166 | — |
| 2015 | 0.080 | — |
| 2014 | 0.128 | — |
| 2013 | 0.126 | — |
| 2012 | 0.116 | — |
| 2011 | 0.033 | — |
| 2010 | 0.217 | — |
| 2009 | 0.315 | — |
| 2008 | -0.371 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.061 | -0.005 | 0.047 | -0.006 |
| 2023 | 0.022 | 0.036 | 0.017 | 0.035 |
| 2022 | -0.007 | -0.047 | -0.035 | 0.103 |
| 2021 | 0.166 | 0.031 | 0.028 | 0.057 |
| 2020 | -0.306 | 0.138 | -0.006 | 0.141 |
| 2019 | 0.110 | 0.013 | 0.019 | 0.054 |
| 2018 | -0.063 | 0.065 | 0.025 | -0.084 |
| 2017 | 0.038 | -0.022 | 0.036 | 0.050 |
| 2016 | -0.004 | -0.004 | 0.055 | 0.114 |
| 2015 | 0.145 | -0.034 | -0.098 | 0.082 |
| 2014 | 0.010 | 0.071 | 0.019 | 0.023 |
| 2013 | 0.107 | -0.029 | 0.030 | 0.018 |
| 2012 | 0.036 | 0.025 | 0.064 | -0.013 |
| 2011 | -0.011 | -0.005 | -0.055 | 0.111 |
| 2010 | 0.088 | -0.001 | 0.038 | 0.079 |
| 2009 | -0.075 | 0.164 | 0.135 | 0.077 |
| 2008 | -0.135 | -0.034 | -0.070 | -0.191 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.086 |
| 5 years | 0.164 |
| 10 years | 0.074 |