Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 32 |
| 1 month | 0.000 | 0 | 24 |
| 3 months | -0.025 | 0 | 45 |
| 1 year | 0.115 | 0 | 39 |
| 3 years | 0.067 | 0 | 49 |
| 5 years | 0.087 | 0 | 58 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.088 | — |
| 2022 | -0.101 | — |
| 2021 | 0.149 | — |
| 2020 | 0.062 | — |
| 2019 | 0.151 | — |
| 2018 | -0.070 | — |
| 2017 | 0.071 | — |
| 2016 | 0.153 | — |
| 2015 | -0.036 | — |
| 2014 | 0.069 | — |
| 2013 | 0.101 | — |
| 2012 | 0.072 | — |
| 2011 | 0.016 | — |
| 2010 | 0.102 | — |
| 2009 | 0.271 | — |
| 2008 | -0.255 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.063 | 0.011 | 0.060 | 0.020 |
| 2023 | 0.028 | 0.008 | -0.018 | 0.069 |
| 2022 | -0.016 | -0.106 | -0.015 | 0.037 |
| 2021 | 0.030 | 0.049 | -0.009 | 0.072 |
| 2020 | -0.143 | 0.113 | 0.045 | 0.066 |
| 2019 | 0.087 | 0.027 | 0.011 | 0.021 |
| 2018 | -0.031 | 0.029 | 0.001 | -0.069 |
| 2017 | 0.024 | -0.005 | 0.014 | 0.038 |
| 2016 | 0.043 | 0.041 | 0.036 | 0.025 |
| 2015 | 0.010 | -0.018 | -0.038 | 0.010 |
| 2014 | 0.045 | 0.039 | -0.004 | -0.012 |
| 2013 | 0.034 | -0.029 | 0.043 | 0.052 |
| 2012 | 0.035 | -0.025 | 0.037 | 0.024 |
| 2011 | 0.047 | -0.015 | -0.053 | 0.041 |
| 2010 | 0.034 | -0.032 | 0.064 | 0.034 |
| 2009 | -0.021 | 0.159 | 0.088 | 0.030 |
| 2008 | -0.032 | 0.016 | -0.070 | -0.186 |
| 2007 | -0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.067 |
| 5 years | 0.087 |
| 10 years | 0.057 |