Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 10 |
| 1 month | -0.014 | 0 | 21 |
| 3 months | -0.033 | 0 | 13 |
| 1 year | 0.126 | 0 | 8 |
| 3 years | 0.094 | 0 | 17 |
| 5 years | 0.094 | 0 | 20 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.129 | — |
| 2022 | -0.102 | — |
| 2021 | 0.145 | — |
| 2020 | 0.088 | — |
| 2019 | 0.161 | — |
| 2018 | -0.029 | — |
| 2017 | 0.095 | — |
| 2016 | 0.062 | — |
| 2015 | 0.071 | — |
| 2014 | 0.111 | — |
| 2013 | 0.192 | — |
| 2012 | 0.090 | — |
| 2011 | -0.021 | — |
| 2010 | 0.069 | — |
| 2009 | 0.126 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.066 | 0.011 | 0.063 | 0.023 |
| 2023 | 0.056 | 0.017 | -0.028 | 0.081 |
| 2022 | -0.044 | -0.108 | -0.013 | 0.067 |
| 2021 | 0.025 | 0.050 | 0.009 | 0.054 |
| 2020 | -0.112 | 0.115 | 0.034 | 0.062 |
| 2019 | 0.085 | 0.019 | 0.015 | 0.033 |
| 2018 | -0.006 | 0.032 | 0.007 | -0.060 |
| 2017 | 0.034 | 0.006 | 0.008 | 0.043 |
| 2016 | -0.023 | 0.016 | 0.050 | 0.019 |
| 2015 | 0.073 | -0.016 | -0.029 | 0.044 |
| 2014 | 0.044 | 0.024 | 0.013 | 0.026 |
| 2013 | 0.057 | 0.006 | 0.043 | 0.075 |
| 2012 | 0.057 | -0.025 | 0.032 | 0.025 |
| 2011 | 0.021 | -0.006 | -0.066 | 0.033 |
| 2010 | 0.007 | -0.052 | 0.076 | 0.041 |
| 2009 | -0.051 | 0.101 | 0.065 | 0.012 |
| 2008 | 0.004 | -0.097 | -0.084 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.094 |
| 5 years | 0.094 |
| 10 years | 0.069 |