Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 64 |
| 1 month | -0.007 | 0 | 90 |
| 3 months | -0.026 | 0 | 58 |
| 1 year | 0.103 | 0 | 85 |
| 3 years | 0.054 | 0 | 88 |
| 5 years | 0.114 | 0 | 53 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.070 | — |
| 2022 | 0.001 | — |
| 2021 | 0.257 | — |
| 2020 | -0.034 | — |
| 2019 | 0.183 | — |
| 2018 | -0.119 | — |
| 2017 | 0.035 | — |
| 2016 | 0.201 | — |
| 2015 | -0.098 | — |
| 2014 | 0.085 | — |
| 2013 | 0.197 | — |
| 2012 | 0.133 | — |
| 2011 | -0.074 | — |
| 2010 | 0.174 | — |
| 2009 | 0.380 | — |
| 2008 | -0.339 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.055 | -0.013 | 0.081 | 0.011 |
| 2023 | 0.036 | -0.001 | -0.033 | 0.070 |
| 2022 | 0.076 | -0.098 | -0.012 | 0.044 |
| 2021 | 0.081 | 0.074 | 0.010 | 0.072 |
| 2020 | -0.189 | 0.082 | 0.050 | 0.047 |
| 2019 | 0.114 | 0.008 | 0.031 | 0.021 |
| 2018 | -0.060 | 0.050 | -0.004 | -0.104 |
| 2017 | 0.011 | -0.011 | 0.013 | 0.021 |
| 2016 | 0.055 | 0.032 | 0.054 | 0.046 |
| 2015 | 0.009 | -0.035 | -0.074 | 0.000 |
| 2014 | 0.052 | 0.057 | 0.000 | -0.023 |
| 2013 | 0.060 | -0.011 | 0.051 | 0.087 |
| 2012 | 0.053 | -0.029 | 0.044 | 0.062 |
| 2011 | 0.059 | -0.030 | -0.139 | 0.047 |
| 2010 | 0.026 | -0.057 | 0.102 | 0.101 |
| 2009 | -0.059 | 0.247 | 0.144 | 0.028 |
| 2008 | -0.053 | 0.036 | -0.136 | -0.220 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.054 |
| 5 years | 0.114 |
| 10 years | 0.053 |