Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 28 |
| 1 month | 0.005 | 0 | 12 |
| 3 months | 0.001 | 0 | 24 |
| 1 year | 0.094 | 0 | 5 |
| 3 years | 0.056 | 0 | 29 |
| 5 years | 0.057 | 0 | 39 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.105 | — |
| 2022 | -0.101 | — |
| 2021 | 0.053 | — |
| 2020 | 0.033 | — |
| 2019 | 0.138 | — |
| 2018 | -0.024 | — |
| 2017 | 0.067 | — |
| 2016 | 0.141 | — |
| 2015 | -0.045 | — |
| 2014 | 0.016 | — |
| 2013 | 0.064 | — |
| 2012 | 0.144 | — |
| 2011 | 0.041 | — |
| 2010 | 0.140 | — |
| 2009 | 0.506 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.015 | 0.013 | 0.056 | 0.002 |
| 2023 | 0.019 | 0.015 | 0.006 | 0.061 |
| 2022 | -0.041 | -0.093 | -0.006 | 0.040 |
| 2021 | 0.014 | 0.029 | 0.006 | 0.003 |
| 2020 | -0.115 | 0.064 | 0.038 | 0.058 |
| 2019 | 0.069 | 0.026 | 0.013 | 0.025 |
| 2018 | -0.012 | 0.014 | 0.022 | -0.047 |
| 2017 | 0.022 | 0.021 | 0.015 | 0.008 |
| 2016 | 0.023 | 0.045 | 0.055 | 0.011 |
| 2015 | 0.020 | -0.001 | -0.045 | -0.018 |
| 2014 | 0.024 | 0.018 | -0.025 | 0.001 |
| 2013 | 0.026 | -0.017 | 0.026 | 0.029 |
| 2012 | 0.047 | 0.012 | 0.051 | 0.027 |
| 2011 | 0.031 | 0.002 | -0.051 | 0.061 |
| 2010 | 0.032 | 0.003 | 0.062 | 0.037 |
| 2009 | 0.019 | 0.229 | 0.141 | 0.054 |
| 2008 | -0.285 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.044 |
| 5 years | 0.049 |
| 10 years | 0.037 |