Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.111 | 0 | 1 |
| 1 month | 0.016 | 0 | 3 |
| 3 months | 0.057 | 0 | 1 |
| 1 year | 0.159 | 0 | 3 |
| 3 years | 0.066 | 0 | 53 |
| 5 years | 0.095 | 0 | 65 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.091 | — |
| 2022 | -0.109 | — |
| 2021 | 0.238 | — |
| 2020 | -0.066 | — |
| 2019 | 0.242 | — |
| 2018 | -0.076 | — |
| 2017 | 0.092 | — |
| 2016 | -0.030 | — |
| 2015 | 0.152 | — |
| 2014 | 0.126 | — |
| 2013 | 0.192 | — |
| 2012 | 0.145 | — |
| 2011 | -0.028 | — |
| 2010 | 0.090 | — |
| 2009 | 0.177 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.093 | — | — | — |
| 2024 | 0.041 | 0.033 | 0.032 | -0.020 |
| 2023 | 0.037 | 0.004 | 0.012 | 0.035 |
| 2022 | -0.049 | -0.053 | -0.066 | 0.059 |
| 2021 | 0.061 | 0.079 | -0.001 | 0.083 |
| 2020 | -0.184 | 0.088 | 0.014 | 0.039 |
| 2019 | 0.119 | 0.014 | 0.049 | 0.043 |
| 2018 | -0.027 | 0.020 | 0.024 | -0.090 |
| 2017 | 0.049 | 0.023 | 0.006 | 0.011 |
| 2016 | -0.042 | 0.002 | 0.013 | -0.003 |
| 2015 | 0.143 | -0.030 | -0.029 | 0.070 |
| 2014 | 0.034 | 0.059 | 0.006 | 0.022 |
| 2013 | 0.074 | -0.014 | 0.052 | 0.069 |
| 2012 | 0.043 | 0.015 | 0.064 | 0.016 |
| 2011 | 0.019 | 0.020 | -0.109 | 0.050 |
| 2010 | 0.043 | -0.057 | 0.077 | 0.029 |
| 2009 | -0.135 | 0.140 | 0.134 | 0.053 |
| 2008 | -0.041 | -0.059 | -0.091 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.066 |
| 5 years | 0.095 |
| 10 years | 0.053 |