Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 36 |
| 1 month | -0.020 | 0 | 67 |
| 3 months | -0.011 | 0 | 16 |
| 1 year | 0.082 | 0 | 61 |
| 3 years | 0.004 | 0 | 81 |
| 5 years | 0.058 | 0 | 75 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.040 | — |
| 2022 | -0.158 | — |
| 2021 | 0.230 | — |
| 2020 | 0.020 | — |
| 2019 | 0.286 | — |
| 2018 | -0.101 | — |
| 2017 | 0.188 | — |
| 2016 | 0.001 | — |
| 2015 | 0.033 | — |
| 2014 | 0.134 | — |
| 2013 | 0.258 | — |
| 2012 | 0.191 | — |
| 2011 | -0.069 | — |
| 2010 | 0.052 | — |
| 2009 | 0.222 | — |
| 2008 | -0.345 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | — | — | — |
| 2024 | 0.048 | 0.030 | 0.008 | -0.044 |
| 2023 | 0.060 | 0.015 | -0.041 | 0.007 |
| 2022 | -0.051 | -0.108 | -0.047 | 0.044 |
| 2021 | 0.064 | 0.091 | -0.023 | 0.085 |
| 2020 | -0.127 | 0.090 | 0.019 | 0.052 |
| 2019 | 0.138 | 0.060 | 0.019 | 0.046 |
| 2018 | -0.057 | 0.006 | 0.042 | -0.091 |
| 2017 | 0.078 | 0.047 | 0.026 | 0.025 |
| 2016 | -0.078 | 0.044 | 0.032 | 0.006 |
| 2015 | 0.042 | -0.029 | -0.024 | 0.047 |
| 2014 | 0.053 | 0.027 | 0.031 | 0.016 |
| 2013 | 0.156 | 0.001 | 0.053 | 0.032 |
| 2012 | 0.073 | -0.013 | 0.071 | 0.050 |
| 2011 | 0.006 | -0.014 | -0.119 | 0.065 |
| 2010 | 0.066 | -0.085 | 0.037 | 0.040 |
| 2009 | -0.094 | 0.118 | 0.167 | 0.034 |
| 2008 | -0.137 | -0.014 | -0.060 | -0.181 |
| 2007 | -0.031 | -0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | -0.015 |
| 5 years | 0.046 |
| 10 years | 0.046 |