Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 92 |
| 1 month | -0.010 | 0 | 93 |
| 3 months | 0.018 | 0 | 88 |
| 1 year | 0.001 | 0 | 95 |
| 3 years | 0.071 | 0 | 39 |
| 5 years | 0.036 | 0 | 52 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.119 | — |
| 2022 | -0.169 | — |
| 2021 | 0.124 | — |
| 2020 | -0.014 | — |
| 2019 | 0.161 | — |
| 2018 | -0.098 | — |
| 2017 | 0.103 | — |
| 2016 | 0.024 | — |
| 2015 | -0.004 | — |
| 2014 | 0.073 | — |
| 2013 | 0.089 | — |
| 2012 | 0.162 | — |
| 2011 | -0.154 | — |
| 2010 | 0.094 | — |
| 2009 | 0.226 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | 0.024 | 0.018 | — |
| 2024 | 0.079 | -0.008 | 0.026 | 0.017 |
| 2023 | 0.041 | 0.034 | -0.022 | 0.062 |
| 2022 | -0.085 | -0.099 | -0.029 | 0.038 |
| 2021 | 0.043 | 0.046 | -0.009 | 0.040 |
| 2020 | -0.195 | 0.118 | 0.031 | 0.063 |
| 2019 | 0.093 | -0.006 | 0.025 | 0.042 |
| 2018 | -0.035 | 0.021 | -0.001 | -0.084 |
| 2017 | 0.054 | 0.006 | 0.024 | 0.016 |
| 2016 | -0.050 | -0.009 | 0.057 | 0.028 |
| 2015 | 0.046 | -0.036 | -0.089 | 0.085 |
| 2014 | 0.001 | 0.033 | 0.008 | 0.029 |
| 2013 | 0.031 | -0.030 | 0.030 | 0.057 |
| 2012 | 0.104 | -0.017 | 0.039 | 0.030 |
| 2011 | -0.022 | -0.013 | -0.173 | 0.060 |
| 2010 | 0.046 | -0.034 | 0.016 | 0.065 |
| 2009 | -0.031 | 0.112 | 0.088 | 0.046 |
| 2008 | -0.034 | -0.079 | -0.197 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | 0.053 |
| 5 years | 0.026 |
| 10 years | 0.024 |
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