Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 43 |
| 1 month | 0.001 | 0 | 38 |
| 3 months | -0.011 | 0 | 39 |
| 1 year | 0.033 | 0 | 47 |
| 3 years | 0.030 | 0 | 48 |
| 5 years | 0.045 | 0 | 55 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.084 | — |
| 2022 | -0.126 | — |
| 2021 | 0.108 | — |
| 2020 | 0.025 | — |
| 2019 | 0.154 | — |
| 2018 | -0.086 | — |
| 2017 | 0.086 | — |
| 2016 | 0.028 | — |
| 2015 | 0.081 | — |
| 2014 | 0.027 | — |
| 2013 | 0.147 | — |
| 2012 | 0.132 | — |
| 2011 | -0.079 | — |
| 2010 | 0.080 | — |
| 2009 | 0.226 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.031 | -0.007 | 0.020 | -0.001 |
| 2023 | 0.037 | 0.014 | -0.012 | 0.043 |
| 2022 | -0.070 | -0.084 | -0.026 | 0.054 |
| 2021 | 0.032 | 0.036 | 0.006 | 0.030 |
| 2020 | -0.138 | 0.105 | 0.015 | 0.059 |
| 2019 | 0.075 | 0.024 | 0.014 | 0.034 |
| 2018 | -0.022 | 0.012 | 0.012 | -0.088 |
| 2017 | 0.042 | 0.023 | 0.012 | 0.007 |
| 2016 | -0.036 | 0.001 | 0.034 | 0.030 |
| 2015 | 0.120 | -0.018 | -0.069 | 0.056 |
| 2014 | 0.030 | 0.016 | -0.025 | 0.008 |
| 2013 | 0.034 | 0.009 | 0.064 | 0.033 |
| 2012 | 0.073 | -0.045 | 0.067 | 0.035 |
| 2011 | 0.015 | -0.007 | -0.104 | 0.020 |
| 2010 | 0.039 | -0.036 | 0.037 | 0.040 |
| 2009 | -0.036 | 0.107 | 0.117 | 0.028 |
| 2008 | -0.025 | -0.035 | -0.177 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.013 |
| 5 years | 0.034 |
| 10 years | 0.020 |