Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 22 |
| 1 month | -0.014 | 0 | 18 |
| 3 months | -0.085 | 0 | 19 |
| 1 year | 0.081 | 0 | 59 |
| 3 years | 0.088 | 0 | 76 |
| 5 years | 0.125 | 0 | 54 |
| 10 years | 0.090 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.212 | — |
| 2023 | 0.193 | — |
| 2022 | -0.186 | — |
| 2021 | 0.262 | — |
| 2020 | 0.151 | — |
| 2019 | 0.265 | — |
| 2018 | -0.069 | — |
| 2017 | 0.187 | — |
| 2016 | 0.080 | — |
| 2015 | -0.028 | — |
| 2014 | 0.086 | — |
| 2013 | 0.293 | — |
| 2012 | 0.120 | — |
| 2011 | -0.054 | — |
| 2010 | 0.110 | — |
| 2009 | 0.197 | — |
| 2008 | -0.416 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.102 | 0.044 | 0.042 | 0.011 |
| 2023 | 0.051 | 0.068 | -0.033 | 0.099 |
| 2022 | -0.054 | -0.161 | -0.050 | 0.079 |
| 2021 | 0.060 | 0.077 | 0.002 | 0.104 |
| 2020 | -0.200 | 0.188 | 0.084 | 0.116 |
| 2019 | 0.119 | 0.033 | 0.013 | 0.080 |
| 2018 | -0.011 | 0.021 | 0.073 | -0.141 |
| 2017 | 0.050 | 0.024 | 0.035 | 0.067 |
| 2016 | -0.014 | 0.018 | 0.034 | 0.040 |
| 2015 | 0.010 | -0.006 | -0.074 | 0.046 |
| 2014 | 0.006 | 0.042 | 0.005 | 0.031 |
| 2013 | 0.094 | 0.014 | 0.061 | 0.099 |
| 2012 | 0.125 | -0.048 | 0.053 | -0.007 |
| 2011 | 0.044 | -0.020 | -0.148 | 0.086 |
| 2010 | 0.046 | -0.126 | 0.090 | 0.114 |
| 2009 | -0.089 | 0.127 | 0.124 | 0.038 |
| 2008 | -0.093 | 0.007 | -0.147 | -0.251 |
| 2007 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.088 |
| 5 years | 0.125 |
| 10 years | 0.090 |