Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.207 | 0 | 15 |
| 1 month | -0.001 | 0 | 43 |
| 3 months | 0.046 | 0 | 45 |
| 1 year | 0.205 | 0 | 17 |
| 3 years | 0.139 | 0 | 23 |
| 5 years | 0.078 | 0 | 24 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.119 | — |
| 2022 | -0.107 | — |
| 2021 | 0.072 | — |
| 2020 | 0.030 | — |
| 2019 | 0.128 | — |
| 2018 | -0.086 | — |
| 2017 | 0.135 | — |
| 2016 | -0.052 | — |
| 2015 | 0.157 | — |
| 2014 | 0.008 | — |
| 2013 | 0.274 | — |
| 2012 | 0.119 | — |
| 2011 | -0.120 | — |
| 2010 | -0.004 | — |
| 2009 | 0.089 | — |
| 2008 | -0.291 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.065 | 0.053 | 0.060 | — |
| 2024 | 0.077 | 0.001 | 0.051 | -0.032 |
| 2023 | 0.076 | 0.001 | -0.028 | 0.069 |
| 2022 | -0.076 | -0.123 | -0.041 | 0.149 |
| 2021 | 0.014 | 0.029 | 0.011 | 0.016 |
| 2020 | -0.159 | 0.092 | 0.020 | 0.099 |
| 2019 | 0.069 | 0.008 | -0.005 | 0.053 |
| 2018 | 0.004 | 0.003 | -0.011 | -0.083 |
| 2017 | 0.058 | 0.027 | 0.008 | 0.037 |
| 2016 | -0.103 | -0.016 | 0.068 | 0.006 |
| 2015 | 0.139 | -0.015 | -0.042 | 0.077 |
| 2014 | 0.038 | -0.002 | -0.019 | -0.008 |
| 2013 | 0.066 | 0.021 | 0.079 | 0.085 |
| 2012 | 0.081 | -0.057 | 0.025 | 0.071 |
| 2011 | 0.006 | 0.003 | -0.130 | 0.003 |
| 2010 | -0.030 | -0.103 | 0.117 | 0.026 |
| 2009 | -0.129 | 0.151 | 0.097 | -0.009 |
| 2008 | -0.058 | -0.042 | -0.159 | -0.066 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.205 |
| 3 years | 0.139 |
| 5 years | 0.078 |
| 10 years | 0.052 |
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