Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.115 | 0 | 2 |
| 1 month | 0.051 | 0 | 49 |
| 3 months | 0.074 | 0 | 2 |
| 1 year | 0.172 | 0 | 3 |
| 3 years | 0.058 | 0 | 2 |
| 5 years | 0.076 | 0 | 2 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.237 | — |
| 2022 | -0.319 | — |
| 2021 | 0.168 | — |
| 2020 | -0.002 | — |
| 2019 | 0.245 | — |
| 2018 | -0.141 | — |
| 2017 | 0.109 | — |
| 2016 | -0.015 | — |
| 2015 | 0.140 | — |
| 2014 | 0.057 | — |
| 2013 | 0.204 | — |
| 2012 | 0.161 | — |
| 2011 | -0.173 | — |
| 2010 | 0.062 | — |
| 2009 | 0.497 | — |
| 2008 | -0.395 | — |
| 2007 | -0.178 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.061 | — | — | — |
| 2024 | 0.046 | -0.010 | 0.083 | -0.041 |
| 2023 | 0.042 | 0.032 | -0.004 | 0.155 |
| 2022 | -0.103 | -0.206 | -0.123 | 0.090 |
| 2021 | 0.046 | 0.084 | -0.024 | 0.056 |
| 2020 | -0.223 | 0.144 | 0.056 | 0.064 |
| 2019 | 0.129 | 0.003 | 0.048 | 0.050 |
| 2018 | -0.054 | 0.037 | -0.004 | -0.121 |
| 2017 | 0.047 | 0.025 | 0.008 | 0.025 |
| 2016 | -0.020 | -0.069 | 0.066 | 0.013 |
| 2015 | 0.177 | -0.046 | -0.028 | 0.044 |
| 2014 | 0.078 | 0.009 | -0.063 | 0.037 |
| 2013 | 0.048 | 0.011 | 0.094 | 0.039 |
| 2012 | 0.064 | -0.004 | 0.024 | 0.070 |
| 2011 | 0.021 | 0.005 | -0.205 | 0.014 |
| 2010 | 0.015 | -0.061 | 0.063 | 0.048 |
| 2009 | -0.016 | 0.260 | 0.166 | 0.037 |
| 2008 | -0.018 | -0.146 | -0.083 | -0.213 |
| 2007 | 0.079 | 0.018 | -0.137 | -0.132 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | 0.048 |
| 5 years | 0.070 |
| 10 years | 0.027 |