Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 51 |
| 1 month | 0.000 | 0 | 70 |
| 3 months | 0.021 | 0 | 75 |
| 1 year | 0.104 | 0 | 60 |
| 3 years | 0.011 | 0 | 63 |
| 5 years | 0.045 | 0 | 70 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | -0.002 | — |
| 2022 | -0.051 | — |
| 2021 | 0.137 | — |
| 2020 | -0.058 | — |
| 2019 | 0.226 | — |
| 2018 | -0.066 | — |
| 2017 | 0.079 | — |
| 2016 | 0.142 | — |
| 2015 | 0.005 | — |
| 2014 | 0.162 | — |
| 2013 | 0.205 | — |
| 2012 | 0.039 | — |
| 2011 | 0.026 | — |
| 2010 | -0.006 | — |
| 2009 | 0.230 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | 0.014 | 0.014 | 0.059 | -0.008 |
| 2023 | 0.001 | 0.008 | -0.079 | 0.073 |
| 2022 | 0.041 | -0.061 | -0.040 | 0.011 |
| 2021 | 0.057 | 0.023 | 0.005 | 0.047 |
| 2020 | -0.144 | 0.071 | -0.017 | 0.045 |
| 2019 | 0.118 | 0.046 | 0.048 | 0.001 |
| 2018 | -0.082 | 0.070 | -0.024 | -0.026 |
| 2017 | 0.040 | 0.033 | 0.019 | -0.014 |
| 2016 | 0.038 | 0.032 | 0.041 | 0.025 |
| 2015 | 0.043 | -0.043 | -0.009 | 0.017 |
| 2014 | 0.062 | 0.038 | -0.015 | 0.070 |
| 2013 | 0.071 | 0.015 | 0.067 | 0.039 |
| 2012 | 0.022 | -0.008 | 0.019 | 0.006 |
| 2011 | 0.024 | 0.017 | -0.039 | 0.025 |
| 2010 | -0.005 | -0.089 | 0.066 | 0.030 |
| 2009 | -0.070 | 0.143 | 0.115 | 0.038 |
| 2008 | -0.051 | -0.159 | -0.143 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | -0.006 |
| 5 years | 0.035 |
| 10 years | 0.040 |