Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 100 |
| 1 month | -0.017 | 0 | 100 |
| 3 months | -0.030 | 0 | 100 |
| 1 year | -0.024 | 0 | 100 |
| 3 years | 0.026 | 0 | 1 |
| 5 years | 0.052 | 0 | 100 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.016 | — |
| 2023 | 0.040 | — |
| 2022 | -0.061 | — |
| 2021 | 0.189 | — |
| 2020 | 0.073 | — |
| 2019 | 0.170 | — |
| 2018 | -0.017 | — |
| 2017 | 0.145 | — |
| 2016 | -0.073 | — |
| 2015 | 0.020 | — |
| 2014 | 0.177 | — |
| 2013 | 0.316 | — |
| 2012 | 0.198 | — |
| 2011 | 0.007 | — |
| 2010 | 0.087 | — |
| 2009 | 0.154 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.079 | 0.002 | 0.023 | -0.110 |
| 2023 | -0.024 | 0.028 | -0.023 | 0.060 |
| 2022 | -0.043 | -0.061 | -0.055 | 0.106 |
| 2021 | 0.013 | 0.063 | 0.007 | 0.096 |
| 2020 | -0.126 | 0.132 | 0.020 | 0.063 |
| 2019 | 0.098 | -0.004 | -0.032 | 0.104 |
| 2018 | -0.033 | 0.005 | 0.111 | -0.090 |
| 2017 | 0.057 | 0.061 | 0.020 | 0.001 |
| 2016 | -0.068 | 0.050 | 0.010 | -0.063 |
| 2015 | 0.063 | 0.013 | -0.099 | 0.052 |
| 2014 | 0.056 | 0.019 | 0.022 | 0.070 |
| 2013 | 0.125 | 0.026 | 0.042 | 0.095 |
| 2012 | 0.132 | -0.015 | 0.065 | 0.008 |
| 2011 | 0.068 | 0.033 | -0.168 | 0.097 |
| 2010 | 0.073 | -0.132 | 0.095 | 0.067 |
| 2009 | -0.093 | 0.067 | 0.105 | 0.079 |
| 2008 | -0.047 | -0.143 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.026 |
| 5 years | 0.052 |
| 10 years | 0.040 |