Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 29 |
| 1 month | -0.006 | 0 | 37 |
| 3 months | -0.024 | 0 | 36 |
| 1 year | -0.008 | 0 | 32 |
| 3 years | 0.076 | 0 | 16 |
| 5 years | 0.128 | 0 | 14 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.177 | — |
| 2022 | -0.083 | — |
| 2021 | 0.302 | — |
| 2020 | -0.069 | — |
| 2019 | 0.273 | — |
| 2018 | -0.086 | — |
| 2017 | 0.116 | — |
| 2016 | 0.078 | — |
| 2015 | 0.099 | — |
| 2014 | 0.012 | — |
| 2013 | 0.215 | — |
| 2012 | 0.172 | — |
| 2011 | -0.159 | — |
| 2010 | -0.019 | — |
| 2009 | 0.292 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.055 | — | — | — |
| 2024 | 0.088 | -0.061 | 0.023 | -0.033 |
| 2023 | 0.124 | 0.026 | -0.034 | 0.057 |
| 2022 | -0.067 | -0.088 | -0.033 | 0.115 |
| 2021 | 0.095 | 0.084 | 0.003 | 0.093 |
| 2020 | -0.268 | 0.130 | -0.024 | 0.153 |
| 2019 | 0.122 | 0.054 | 0.022 | 0.052 |
| 2018 | -0.031 | 0.053 | 0.031 | -0.131 |
| 2017 | 0.053 | 0.020 | 0.044 | -0.005 |
| 2016 | -0.055 | -0.006 | 0.047 | 0.097 |
| 2015 | 0.178 | -0.029 | -0.074 | 0.038 |
| 2014 | 0.026 | 0.030 | -0.007 | -0.035 |
| 2013 | 0.022 | 0.024 | 0.112 | 0.043 |
| 2012 | 0.079 | -0.053 | 0.055 | 0.087 |
| 2011 | 0.040 | 0.020 | -0.249 | 0.056 |
| 2010 | 0.007 | -0.121 | 0.081 | 0.025 |
| 2009 | -0.123 | 0.159 | 0.217 | 0.044 |
| 2008 | -0.200 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.070 |
| 5 years | 0.124 |
| 10 years | 0.059 |