Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 60 |
| 1 month | 0.026 | 0 | 1 |
| 3 months | 0.052 | 0 | 4 |
| 1 year | 0.040 | 0 | 72 |
| 3 years | 0.077 | 0 | 80 |
| 5 years | 0.083 | 0 | 79 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.064 | — |
| 2022 | -0.100 | — |
| 2021 | 0.290 | — |
| 2020 | 0.054 | — |
| 2019 | 0.305 | — |
| 2018 | 0.001 | — |
| 2017 | 0.106 | — |
| 2016 | -0.101 | — |
| 2015 | 0.205 | — |
| 2014 | 0.179 | — |
| 2013 | 0.259 | — |
| 2012 | 0.225 | — |
| 2011 | -0.013 | — |
| 2010 | 0.114 | — |
| 2009 | 0.414 | — |
| 2008 | -0.420 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.046 | -0.002 | — |
| 2024 | 0.127 | 0.023 | -0.008 | -0.035 |
| 2023 | 0.055 | 0.076 | -0.052 | -0.012 |
| 2022 | -0.099 | -0.061 | -0.002 | 0.066 |
| 2021 | 0.070 | 0.065 | 0.024 | 0.105 |
| 2020 | -0.112 | 0.120 | 0.057 | 0.002 |
| 2019 | 0.156 | 0.069 | 0.028 | 0.027 |
| 2018 | -0.005 | 0.101 | 0.046 | -0.127 |
| 2017 | 0.034 | 0.016 | 0.004 | 0.048 |
| 2016 | -0.097 | 0.042 | -0.011 | -0.033 |
| 2015 | 0.164 | -0.043 | 0.008 | 0.073 |
| 2014 | 0.034 | 0.037 | 0.068 | 0.029 |
| 2013 | 0.154 | -0.023 | 0.018 | 0.097 |
| 2012 | 0.047 | 0.039 | 0.117 | 0.009 |
| 2011 | 0.006 | 0.027 | -0.128 | 0.094 |
| 2010 | 0.059 | -0.046 | 0.037 | 0.063 |
| 2009 | -0.059 | 0.164 | 0.238 | 0.043 |
| 2008 | -0.183 | 0.000 | -0.156 | -0.159 |
| 2007 | -0.027 | -0.049 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.058 |
| 5 years | 0.072 |
| 10 years | 0.065 |
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