Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 40 |
| 1 month | 0.012 | 0 | 66 |
| 3 months | -0.069 | 0 | 61 |
| 1 year | 0.063 | 0 | 45 |
| 3 years | 0.069 | 0 | 55 |
| 5 years | 0.099 | 0 | 41 |
| 10 years | 0.094 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.270 | — |
| 2022 | -0.287 | — |
| 2021 | 0.192 | — |
| 2020 | 0.197 | — |
| 2019 | 0.291 | — |
| 2018 | -0.039 | — |
| 2017 | 0.349 | — |
| 2016 | 0.078 | — |
| 2015 | 0.041 | — |
| 2014 | 0.097 | — |
| 2013 | 0.262 | — |
| 2012 | 0.176 | — |
| 2011 | -0.103 | — |
| 2010 | 0.118 | — |
| 2009 | 0.411 | — |
| 2008 | -0.336 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.063 | -0.022 | 0.094 | -0.045 |
| 2023 | 0.087 | 0.053 | -0.058 | 0.177 |
| 2022 | -0.097 | -0.229 | -0.083 | 0.115 |
| 2021 | 0.065 | 0.079 | 0.000 | 0.037 |
| 2020 | -0.234 | 0.222 | 0.081 | 0.182 |
| 2019 | 0.138 | 0.041 | 0.001 | 0.090 |
| 2018 | 0.007 | 0.014 | 0.050 | -0.103 |
| 2017 | 0.120 | 0.088 | 0.037 | 0.068 |
| 2016 | 0.015 | 0.012 | 0.073 | -0.022 |
| 2015 | 0.036 | 0.007 | -0.083 | 0.088 |
| 2014 | 0.042 | 0.013 | -0.018 | 0.059 |
| 2013 | 0.093 | 0.010 | 0.080 | 0.059 |
| 2012 | 0.113 | -0.036 | 0.059 | 0.036 |
| 2011 | 0.026 | 0.006 | -0.180 | 0.061 |
| 2010 | 0.041 | -0.105 | 0.115 | 0.076 |
| 2009 | -0.057 | 0.209 | 0.180 | 0.049 |
| 2008 | -0.043 | -0.035 | -0.104 | -0.197 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.050 |
| 5 years | 0.088 |
| 10 years | 0.089 |