Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.090 | 0 | 76 |
| 1 month | -0.021 | 0 | 98 |
| 3 months | 0.027 | 0 | 70 |
| 1 year | 0.086 | 0 | 74 |
| 3 years | 0.104 | 0 | 82 |
| 5 years | 0.075 | 0 | 99 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.122 | — |
| 2022 | -0.087 | — |
| 2021 | 0.167 | — |
| 2020 | -0.148 | — |
| 2019 | 0.153 | — |
| 2018 | -0.162 | — |
| 2017 | 0.050 | — |
| 2016 | -0.041 | — |
| 2015 | 0.112 | — |
| 2014 | 0.029 | — |
| 2013 | 0.110 | — |
| 2012 | 0.097 | — |
| 2011 | -0.079 | — |
| 2010 | 0.078 | — |
| 2009 | 0.179 | — |
| 2008 | -0.321 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.061 | 0.027 | — | — |
| 2024 | 0.033 | 0.026 | 0.073 | -0.071 |
| 2023 | 0.035 | 0.015 | -0.006 | 0.074 |
| 2022 | -0.043 | -0.085 | -0.051 | 0.099 |
| 2021 | 0.075 | 0.028 | 0.003 | 0.053 |
| 2020 | -0.266 | 0.110 | -0.021 | 0.067 |
| 2019 | 0.094 | 0.003 | 0.023 | 0.029 |
| 2018 | -0.047 | -0.017 | -0.004 | -0.102 |
| 2017 | 0.053 | 0.014 | -0.010 | -0.007 |
| 2016 | -0.071 | -0.043 | 0.030 | 0.047 |
| 2015 | 0.197 | -0.045 | -0.086 | 0.064 |
| 2014 | 0.007 | 0.037 | -0.032 | 0.019 |
| 2013 | 0.028 | -0.037 | 0.057 | 0.061 |
| 2012 | 0.021 | -0.058 | 0.084 | 0.052 |
| 2011 | -0.003 | -0.008 | -0.132 | 0.073 |
| 2010 | 0.036 | -0.057 | 0.019 | 0.083 |
| 2009 | -0.124 | 0.130 | 0.150 | 0.036 |
| 2008 | -0.131 | -0.060 | -0.074 | -0.102 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.098 |
| 5 years | 0.072 |
| 10 years | 0.009 |