Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 68 |
| 1 month | -0.012 | 0 | 84 |
| 3 months | -0.030 | 0 | 59 |
| 1 year | 0.046 | 0 | 50 |
| 3 years | 0.064 | 0 | 68 |
| 5 years | 0.100 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.143 | — |
| 2022 | -0.138 | — |
| 2021 | 0.246 | — |
| 2020 | -0.027 | — |
| 2019 | 0.242 | — |
| 2018 | -0.099 | — |
| 2017 | 0.082 | — |
| 2016 | 0.044 | — |
| 2015 | 0.102 | — |
| 2014 | 0.103 | — |
| 2013 | 0.196 | — |
| 2012 | 0.155 | — |
| 2011 | -0.110 | — |
| 2010 | 0.125 | — |
| 2009 | 0.256 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.078 | 0.011 | 0.020 | -0.026 |
| 2023 | 0.078 | 0.023 | -0.027 | 0.066 |
| 2022 | -0.079 | -0.096 | -0.045 | 0.083 |
| 2021 | 0.091 | 0.064 | 0.002 | 0.070 |
| 2020 | -0.233 | 0.136 | 0.000 | 0.118 |
| 2019 | 0.122 | 0.018 | 0.025 | 0.061 |
| 2018 | -0.041 | 0.043 | 0.020 | -0.117 |
| 2017 | 0.054 | -0.007 | 0.022 | 0.011 |
| 2016 | -0.073 | 0.008 | 0.043 | 0.070 |
| 2015 | 0.173 | -0.029 | -0.097 | 0.071 |
| 2014 | 0.008 | 0.041 | 0.030 | 0.021 |
| 2013 | 0.074 | -0.014 | 0.071 | 0.054 |
| 2012 | 0.082 | -0.028 | 0.059 | 0.037 |
| 2011 | -0.012 | -0.009 | -0.157 | 0.078 |
| 2010 | 0.069 | -0.065 | 0.043 | 0.080 |
| 2009 | -0.083 | 0.162 | 0.124 | 0.050 |
| 2008 | -0.198 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.043 |
| 5 years | 0.087 |
| 10 years | 0.041 |