Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | — |
| 1 month | -0.031 | 0 | — |
| 3 months | -0.029 | 0 | — |
| 1 year | 0.063 | 0 | — |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.109 | 0 | — |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.073 | — |
| 2022 | 0.008 | — |
| 2021 | 0.173 | — |
| 2020 | -0.105 | — |
| 2019 | 0.201 | — |
| 2018 | -0.095 | — |
| 2017 | 0.127 | — |
| 2016 | 0.159 | — |
| 2015 | 0.009 | — |
| 2014 | 0.007 | — |
| 2013 | 0.190 | — |
| 2012 | 0.126 | — |
| 2011 | -0.040 | — |
| 2010 | 0.137 | — |
| 2009 | 0.265 | — |
| 2008 | -0.293 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | — | — | — |
| 2024 | 0.033 | 0.045 | 0.023 | -0.017 |
| 2023 | 0.029 | -0.007 | 0.026 | 0.024 |
| 2022 | 0.002 | -0.050 | -0.024 | 0.084 |
| 2021 | 0.047 | 0.071 | 0.007 | 0.039 |
| 2020 | -0.264 | 0.126 | -0.060 | 0.150 |
| 2019 | 0.097 | 0.034 | 0.017 | 0.040 |
| 2018 | -0.062 | 0.094 | -0.011 | -0.108 |
| 2017 | 0.044 | 0.021 | 0.014 | 0.042 |
| 2016 | -0.009 | -0.012 | 0.138 | 0.039 |
| 2015 | 0.062 | 0.003 | -0.083 | 0.033 |
| 2014 | -0.009 | 0.020 | -0.006 | 0.002 |
| 2013 | 0.102 | -0.021 | 0.055 | 0.045 |
| 2012 | 0.065 | -0.026 | 0.051 | 0.033 |
| 2011 | 0.007 | -0.025 | -0.100 | 0.086 |
| 2010 | 0.067 | -0.093 | 0.090 | 0.078 |
| 2009 | -0.098 | 0.104 | 0.197 | 0.062 |
| 2008 | -0.096 | -0.032 | -0.062 | -0.138 |
| 2007 | 0.013 | -0.011 | 0.006 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.063 |
| 5 years | 0.109 |
| 10 years | 0.052 |