Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 86 |
| 1 month | 0.011 | 0 | 50 |
| 3 months | -0.064 | 0 | 87 |
| 1 year | 0.060 | 0 | 76 |
| 3 years | 0.051 | 0 | 87 |
| 5 years | 0.086 | 0 | 80 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.131 | — |
| 2023 | 0.142 | — |
| 2022 | -0.169 | — |
| 2021 | 0.204 | — |
| 2020 | 0.062 | — |
| 2019 | 0.230 | — |
| 2018 | -0.104 | — |
| 2017 | 0.170 | — |
| 2016 | 0.061 | — |
| 2015 | -0.020 | — |
| 2014 | 0.043 | — |
| 2013 | 0.222 | — |
| 2012 | 0.133 | — |
| 2011 | -0.057 | — |
| 2010 | 0.159 | — |
| 2009 | 0.344 | — |
| 2008 | -0.395 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.076 | 0.008 | 0.048 | -0.006 |
| 2023 | 0.038 | 0.047 | -0.033 | 0.087 |
| 2022 | -0.053 | -0.138 | -0.058 | 0.081 |
| 2021 | 0.035 | 0.082 | -0.001 | 0.076 |
| 2020 | -0.197 | 0.137 | 0.063 | 0.093 |
| 2019 | 0.112 | 0.033 | -0.005 | 0.076 |
| 2018 | -0.028 | -0.002 | 0.046 | -0.117 |
| 2017 | 0.056 | 0.028 | 0.015 | 0.062 |
| 2016 | 0.008 | 0.001 | 0.040 | 0.011 |
| 2015 | 0.014 | -0.003 | -0.087 | 0.061 |
| 2014 | 0.013 | 0.044 | -0.025 | 0.011 |
| 2013 | 0.065 | 0.005 | 0.071 | 0.066 |
| 2012 | 0.106 | -0.052 | 0.068 | 0.011 |
| 2011 | 0.046 | 0.003 | -0.155 | 0.063 |
| 2010 | 0.039 | -0.093 | 0.136 | 0.083 |
| 2009 | -0.075 | 0.223 | 0.140 | 0.042 |
| 2008 | -0.077 | -0.011 | -0.158 | -0.213 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.051 |
| 5 years | 0.086 |
| 10 years | 0.056 |