Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 72 |
| 1 month | -0.023 | 0 | 79 |
| 3 months | -0.077 | 0 | 85 |
| 1 year | 0.044 | 0 | 35 |
| 3 years | 0.076 | 0 | 11 |
| 5 years | 0.092 | 0 | 19 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.166 | — |
| 2022 | -0.118 | — |
| 2021 | 0.212 | — |
| 2020 | 0.022 | — |
| 2019 | 0.220 | — |
| 2018 | -0.143 | — |
| 2017 | 0.055 | — |
| 2016 | 0.036 | — |
| 2015 | 0.076 | — |
| 2014 | 0.029 | — |
| 2013 | 0.090 | — |
| 2012 | 0.094 | — |
| 2011 | -0.097 | — |
| 2010 | 0.129 | — |
| 2009 | 0.224 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.087 | 0.006 | 0.014 | 0.030 |
| 2023 | 0.075 | 0.035 | -0.014 | 0.062 |
| 2022 | -0.060 | -0.074 | -0.035 | 0.050 |
| 2021 | 0.064 | 0.048 | 0.000 | 0.087 |
| 2020 | -0.147 | 0.126 | 0.013 | 0.051 |
| 2019 | 0.133 | 0.023 | 0.005 | 0.047 |
| 2018 | -0.058 | 0.025 | 0.020 | -0.129 |
| 2017 | 0.038 | -0.014 | 0.015 | 0.016 |
| 2016 | -0.050 | -0.009 | 0.051 | 0.047 |
| 2015 | 0.166 | -0.047 | -0.105 | 0.082 |
| 2014 | 0.007 | 0.025 | -0.007 | 0.004 |
| 2013 | 0.031 | -0.022 | 0.028 | 0.052 |
| 2012 | 0.078 | -0.050 | 0.063 | 0.005 |
| 2011 | -0.013 | 0.011 | -0.144 | 0.057 |
| 2010 | 0.043 | -0.041 | 0.038 | 0.087 |
| 2009 | -0.048 | 0.107 | 0.102 | 0.054 |
| 2008 | -0.014 | -0.077 | -0.131 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.054 |
| 5 years | 0.079 |
| 10 years | 0.035 |