Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 70 |
| 1 month | -0.022 | 0 | 77 |
| 3 months | -0.051 | 0 | 85 |
| 1 year | 0.091 | 0 | 51 |
| 3 years | 0.081 | 0 | 16 |
| 5 years | 0.071 | 0 | 29 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.115 | — |
| 2022 | -0.110 | — |
| 2021 | 0.069 | — |
| 2020 | 0.110 | — |
| 2019 | 0.127 | — |
| 2018 | -0.016 | — |
| 2017 | 0.083 | — |
| 2016 | 0.014 | — |
| 2015 | 0.103 | — |
| 2014 | 0.100 | — |
| 2013 | 0.143 | — |
| 2012 | 0.097 | — |
| 2011 | -0.028 | — |
| 2010 | 0.101 | — |
| 2009 | 0.220 | — |
| 2008 | -0.236 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.079 | 0.017 | 0.042 | 0.030 |
| 2023 | 0.045 | 0.007 | -0.010 | 0.070 |
| 2022 | -0.056 | -0.100 | 0.005 | 0.042 |
| 2021 | 0.002 | 0.034 | 0.004 | 0.028 |
| 2020 | -0.097 | 0.115 | 0.037 | 0.063 |
| 2019 | 0.070 | 0.014 | 0.008 | 0.030 |
| 2018 | 0.016 | 0.020 | -0.004 | -0.047 |
| 2017 | 0.031 | 0.009 | 0.000 | 0.041 |
| 2016 | -0.029 | 0.019 | 0.041 | -0.015 |
| 2015 | 0.091 | -0.020 | -0.009 | 0.041 |
| 2014 | 0.052 | 0.003 | 0.009 | 0.033 |
| 2013 | 0.039 | 0.000 | 0.027 | 0.070 |
| 2012 | 0.052 | -0.012 | 0.029 | 0.027 |
| 2011 | 0.018 | -0.009 | -0.068 | 0.033 |
| 2010 | 0.015 | -0.040 | 0.084 | 0.042 |
| 2009 | -0.046 | 0.130 | 0.099 | 0.028 |
| 2008 | -0.037 | 0.006 | -0.105 | -0.118 |
| 2007 | -0.007 | -0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.081 |
| 5 years | 0.071 |
| 10 years | 0.057 |