Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 30 |
| 1 month | 0.055 | 0 | 44 |
| 3 months | 0.016 | 0 | 41 |
| 1 year | 0.102 | 0 | 6 |
| 3 years | 0.002 | 0 | 13 |
| 5 years | 0.014 | 0 | 25 |
| 10 years | -0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.210 | — |
| 2022 | -0.272 | — |
| 2021 | 0.045 | — |
| 2020 | -0.235 | — |
| 2019 | 0.191 | — |
| 2018 | -0.100 | — |
| 2017 | 0.180 | — |
| 2016 | 0.022 | — |
| 2015 | 0.176 | — |
| 2014 | 0.158 | — |
| 2013 | 0.117 | — |
| 2012 | 0.180 | — |
| 2011 | -0.140 | — |
| 2010 | 0.136 | — |
| 2009 | 0.534 | — |
| 2008 | -0.383 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | -0.035 | 0.010 | 0.169 | -0.100 |
| 2023 | -0.041 | 0.015 | 0.049 | 0.186 |
| 2022 | -0.002 | -0.197 | -0.129 | 0.042 |
| 2021 | -0.023 | 0.101 | -0.029 | 0.000 |
| 2020 | -0.330 | 0.087 | -0.075 | 0.135 |
| 2019 | 0.113 | -0.033 | 0.041 | 0.063 |
| 2018 | -0.033 | 0.054 | -0.016 | -0.101 |
| 2017 | 0.011 | 0.071 | 0.028 | 0.060 |
| 2016 | 0.030 | -0.009 | 0.046 | -0.043 |
| 2015 | 0.210 | -0.112 | 0.041 | 0.052 |
| 2014 | 0.060 | 0.117 | -0.052 | 0.031 |
| 2013 | 0.032 | -0.007 | 0.046 | 0.043 |
| 2012 | 0.114 | -0.052 | 0.059 | 0.055 |
| 2011 | 0.072 | 0.027 | -0.205 | -0.017 |
| 2010 | 0.066 | -0.096 | 0.174 | 0.005 |
| 2009 | -0.061 | 0.225 | 0.306 | 0.021 |
| 2008 | 0.030 | -0.101 | -0.080 | -0.275 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | -0.012 |
| 5 years | 0.006 |
| 10 years | -0.005 |