Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 85 |
| 1 month | 0.013 | 0 | 57 |
| 3 months | 0.009 | 0 | 94 |
| 1 year | 0.036 | 0 | 66 |
| 3 years | 0.040 | 0 | 62 |
| 5 years | 0.041 | 0 | 57 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.097 | — |
| 2022 | -0.124 | — |
| 2021 | 0.119 | — |
| 2020 | 0.044 | — |
| 2019 | 0.208 | — |
| 2018 | -0.044 | — |
| 2017 | 0.065 | — |
| 2016 | 0.054 | — |
| 2015 | 0.093 | — |
| 2014 | 0.125 | — |
| 2013 | 0.089 | — |
| 2012 | 0.144 | — |
| 2011 | 0.074 | — |
| 2010 | 0.143 | — |
| 2009 | 0.395 | — |
| 2008 | -0.137 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | -0.028 | — | — |
| 2024 | 0.039 | 0.013 | 0.025 | 0.018 |
| 2023 | 0.033 | 0.031 | -0.005 | 0.036 |
| 2022 | -0.017 | -0.095 | -0.021 | 0.007 |
| 2021 | 0.026 | 0.060 | -0.022 | 0.052 |
| 2020 | -0.078 | 0.058 | 0.054 | 0.016 |
| 2019 | 0.099 | 0.023 | 0.033 | 0.041 |
| 2018 | -0.033 | 0.019 | 0.022 | -0.051 |
| 2017 | 0.034 | -0.008 | 0.009 | 0.030 |
| 2016 | 0.005 | 0.013 | 0.021 | 0.014 |
| 2015 | 0.103 | -0.040 | -0.054 | 0.091 |
| 2014 | 0.014 | 0.025 | 0.032 | 0.048 |
| 2013 | 0.066 | -0.024 | 0.025 | 0.021 |
| 2012 | 0.093 | -0.035 | 0.078 | 0.006 |
| 2011 | -0.014 | 0.012 | 0.031 | 0.044 |
| 2010 | 0.069 | -0.008 | -0.001 | 0.079 |
| 2009 | -0.017 | 0.161 | 0.151 | 0.062 |
| 2008 | -0.017 | 0.025 | -0.147 | 0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.023 |
| 5 years | 0.030 |
| 10 years | 0.042 |