Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 90 |
| 1 month | -0.014 | 0 | 55 |
| 3 months | -0.078 | 0 | 91 |
| 1 year | 0.030 | 0 | 52 |
| 3 years | 0.021 | 0 | 56 |
| 5 years | 0.037 | 0 | 57 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.126 | — |
| 2023 | 0.109 | — |
| 2022 | -0.177 | — |
| 2021 | 0.124 | — |
| 2020 | 0.066 | — |
| 2019 | 0.140 | — |
| 2018 | -0.089 | — |
| 2017 | 0.066 | — |
| 2016 | -0.006 | — |
| 2015 | 0.015 | — |
| 2014 | 0.046 | — |
| 2013 | 0.085 | — |
| 2012 | 0.096 | — |
| 2011 | -0.057 | — |
| 2010 | 0.117 | — |
| 2009 | 0.140 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.054 | 0.012 | 0.021 | 0.033 |
| 2023 | 0.023 | 0.030 | -0.011 | 0.063 |
| 2022 | -0.063 | -0.097 | -0.020 | -0.008 |
| 2021 | 0.029 | 0.037 | 0.012 | 0.040 |
| 2020 | -0.089 | 0.079 | 0.032 | 0.050 |
| 2019 | 0.057 | 0.019 | 0.036 | 0.022 |
| 2018 | -0.023 | -0.011 | 0.009 | -0.066 |
| 2017 | 0.039 | 0.014 | 0.012 | 0.001 |
| 2016 | -0.040 | -0.007 | 0.031 | 0.011 |
| 2015 | 0.068 | -0.026 | -0.062 | 0.040 |
| 2014 | 0.002 | 0.027 | -0.003 | 0.020 |
| 2013 | 0.039 | -0.004 | 0.018 | 0.030 |
| 2012 | 0.060 | -0.032 | 0.048 | 0.020 |
| 2011 | -0.001 | 0.003 | -0.059 | 0.001 |
| 2010 | 0.051 | -0.007 | 0.038 | 0.032 |
| 2009 | 0.000 | 0.039 | 0.087 | 0.010 |
| 2008 | -0.019 | -0.045 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.007 |
| 5 years | 0.028 |
| 10 years | 0.015 |