Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 22 |
| 1 month | -0.005 | 0 | 80 |
| 3 months | 0.034 | 0 | 45 |
| 1 year | 0.072 | 0 | 19 |
| 3 years | 0.070 | 0 | 42 |
| 5 years | 0.030 | 0 | 66 |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.061 | — |
| 2022 | -0.149 | — |
| 2021 | 0.082 | — |
| 2020 | 0.003 | — |
| 2019 | 0.071 | — |
| 2018 | -0.054 | — |
| 2017 | 0.014 | — |
| 2016 | 0.025 | — |
| 2015 | -0.008 | — |
| 2014 | 0.048 | — |
| 2013 | 0.082 | — |
| 2012 | 0.086 | — |
| 2011 | -0.104 | — |
| 2010 | 0.104 | — |
| 2009 | 0.191 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.029 | 0.043 | — |
| 2024 | 0.041 | 0.012 | 0.035 | 0.002 |
| 2023 | 0.017 | 0.009 | -0.022 | 0.057 |
| 2022 | -0.045 | -0.095 | -0.031 | 0.016 |
| 2021 | 0.032 | 0.041 | -0.013 | 0.020 |
| 2020 | -0.100 | 0.067 | -0.004 | 0.048 |
| 2019 | 0.058 | -0.007 | 0.003 | 0.016 |
| 2018 | -0.018 | 0.011 | 0.001 | -0.048 |
| 2017 | 0.024 | -0.022 | -0.001 | 0.014 |
| 2016 | -0.042 | 0.012 | 0.020 | 0.037 |
| 2015 | 0.084 | -0.026 | -0.093 | 0.035 |
| 2014 | 0.014 | 0.031 | 0.004 | -0.001 |
| 2013 | 0.040 | -0.028 | 0.040 | 0.030 |
| 2012 | 0.077 | -0.048 | 0.052 | 0.007 |
| 2011 | 0.002 | -0.029 | -0.115 | 0.041 |
| 2010 | 0.040 | -0.036 | 0.031 | 0.068 |
| 2009 | -0.042 | 0.102 | 0.085 | 0.039 |
| 2008 | -0.055 | -0.122 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.056 |
| 5 years | 0.022 |
| 10 years | 0.012 |
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