Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 57 |
| 1 month | 0.008 | 0 | 59 |
| 3 months | -0.015 | 0 | 42 |
| 1 year | 0.003 | 0 | 44 |
| 3 years | 0.126 | 0 | 13 |
| 5 years | 0.128 | 0 | 25 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.148 | — |
| 2023 | 0.182 | — |
| 2022 | 0.007 | — |
| 2021 | 0.144 | — |
| 2020 | 0.129 | — |
| 2019 | 0.060 | — |
| 2018 | -0.025 | — |
| 2017 | 0.223 | — |
| 2016 | 0.073 | — |
| 2015 | 0.056 | — |
| 2014 | 0.307 | — |
| 2013 | 0.072 | — |
| 2012 | 0.219 | — |
| 2011 | -0.124 | — |
| 2010 | 0.102 | — |
| 2009 | 0.406 | — |
| 2008 | -0.269 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | 0.071 | -0.015 | — |
| 2024 | 0.037 | 0.075 | 0.061 | -0.030 |
| 2023 | -0.014 | 0.089 | 0.024 | 0.076 |
| 2022 | -0.011 | -0.068 | 0.073 | 0.018 |
| 2021 | 0.021 | 0.043 | 0.074 | 0.001 |
| 2020 | -0.147 | 0.121 | 0.046 | 0.129 |
| 2019 | 0.035 | 0.013 | -0.016 | 0.028 |
| 2018 | -0.027 | 0.002 | -0.009 | 0.009 |
| 2017 | 0.075 | 0.042 | 0.030 | 0.059 |
| 2016 | -0.011 | 0.058 | 0.054 | -0.027 |
| 2015 | 0.064 | -0.013 | -0.002 | 0.008 |
| 2014 | 0.048 | 0.120 | 0.068 | 0.042 |
| 2013 | -0.015 | 0.031 | -0.018 | 0.074 |
| 2012 | 0.100 | 0.010 | 0.054 | 0.040 |
| 2011 | -0.030 | -0.001 | -0.050 | -0.048 |
| 2010 | 0.007 | 0.028 | 0.063 | 0.001 |
| 2009 | 0.002 | 0.204 | 0.101 | 0.058 |
| 2008 | -0.134 | -0.090 | -0.001 | -0.072 |
| 2007 | 0.084 | 0.098 | 0.134 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.126 |
| 5 years | 0.128 |
| 10 years | 0.096 |