Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 38 |
| 1 month | -0.011 | 0 | 81 |
| 3 months | 0.007 | 0 | 30 |
| 1 year | 0.026 | 0 | 45 |
| 3 years | 0.039 | 0 | 34 |
| 5 years | 0.047 | 0 | 47 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.040 | — |
| 2022 | -0.051 | — |
| 2021 | 0.068 | — |
| 2020 | 0.045 | — |
| 2019 | 0.097 | — |
| 2018 | -0.067 | — |
| 2017 | 0.033 | — |
| 2016 | -0.033 | — |
| 2015 | 0.016 | — |
| 2014 | 0.058 | — |
| 2013 | 0.199 | — |
| 2012 | 0.042 | — |
| 2011 | 0.012 | — |
| 2010 | 0.052 | — |
| 2009 | 0.350 | — |
| 2008 | -0.257 | — |
| 2007 | -0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | 0.064 | 0.017 | 0.020 | -0.022 |
| 2023 | 0.011 | 0.001 | -0.009 | 0.038 |
| 2022 | -0.034 | -0.037 | -0.023 | 0.045 |
| 2021 | 0.038 | 0.021 | 0.029 | -0.020 |
| 2020 | -0.049 | 0.007 | 0.071 | 0.020 |
| 2019 | 0.021 | 0.004 | 0.002 | 0.068 |
| 2018 | -0.005 | 0.003 | -0.016 | -0.051 |
| 2017 | 0.026 | 0.019 | -0.002 | -0.010 |
| 2016 | -0.036 | -0.008 | -0.005 | 0.016 |
| 2015 | 0.025 | -0.011 | 0.005 | -0.003 |
| 2014 | 0.044 | -0.001 | 0.012 | 0.002 |
| 2013 | 0.082 | 0.014 | 0.028 | 0.063 |
| 2012 | 0.023 | -0.009 | 0.029 | -0.002 |
| 2011 | -0.018 | 0.020 | -0.056 | 0.071 |
| 2010 | 0.038 | -0.074 | 0.040 | 0.052 |
| 2009 | -0.032 | 0.131 | 0.211 | 0.019 |
| 2008 | -0.177 | -0.056 | -0.045 | 0.003 |
| 2007 | 0.016 | 0.061 | -0.036 | -0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.021 |
| 5 years | 0.036 |
| 10 years | 0.016 |