Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 50 |
| 1 month | -0.026 | 0 | 74 |
| 3 months | -0.053 | 0 | 58 |
| 1 year | 0.031 | 0 | 44 |
| 3 years | 0.010 | 0 | 77 |
| 5 years | 0.043 | 0 | 52 |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.037 | — |
| 2022 | -0.112 | — |
| 2021 | 0.074 | — |
| 2020 | 0.027 | — |
| 2019 | 0.147 | — |
| 2018 | -0.090 | — |
| 2017 | 0.052 | — |
| 2016 | 0.000 | — |
| 2015 | 0.064 | — |
| 2014 | 0.003 | — |
| 2013 | 0.045 | — |
| 2012 | 0.052 | — |
| 2011 | -0.106 | — |
| 2010 | 0.076 | — |
| 2009 | 0.141 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.044 | 0.002 | 0.028 | 0.016 |
| 2023 | 0.026 | -0.001 | -0.017 | 0.030 |
| 2022 | -0.030 | -0.075 | -0.024 | 0.014 |
| 2021 | 0.016 | 0.023 | -0.003 | 0.037 |
| 2020 | -0.170 | 0.123 | 0.045 | 0.055 |
| 2019 | 0.067 | 0.011 | 0.029 | 0.033 |
| 2018 | -0.016 | -0.003 | 0.001 | -0.074 |
| 2017 | 0.022 | 0.017 | 0.008 | 0.004 |
| 2016 | -0.035 | -0.011 | 0.028 | 0.020 |
| 2015 | 0.071 | -0.008 | -0.046 | 0.050 |
| 2014 | 0.013 | 0.005 | -0.014 | -0.001 |
| 2013 | 0.015 | -0.019 | 0.024 | 0.025 |
| 2012 | 0.028 | -0.019 | 0.028 | 0.014 |
| 2011 | -0.020 | -0.021 | -0.059 | -0.010 |
| 2010 | 0.032 | -0.039 | 0.028 | 0.056 |
| 2009 | -0.020 | 0.021 | 0.101 | 0.036 |
| 2008 | -0.011 | -0.027 | -0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.010 |
| 5 years | 0.043 |
| 10 years | 0.016 |