Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 36 |
| 1 month | -0.027 | 0 | 18 |
| 3 months | -0.111 | 0 | 36 |
| 1 year | 0.037 | 0 | 38 |
| 3 years | 0.073 | 0 | 26 |
| 5 years | 0.100 | 0 | 52 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.233 | — |
| 2022 | -0.217 | — |
| 2021 | 0.330 | — |
| 2020 | 0.051 | — |
| 2019 | 0.357 | — |
| 2018 | -0.053 | — |
| 2017 | 0.077 | — |
| 2016 | 0.069 | — |
| 2015 | 0.131 | — |
| 2014 | 0.127 | — |
| 2013 | 0.181 | — |
| 2012 | 0.106 | — |
| 2011 | -0.040 | — |
| 2010 | 0.166 | — |
| 2009 | 0.314 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.098 | 0.045 | 0.002 | 0.062 |
| 2023 | 0.075 | 0.061 | -0.014 | 0.096 |
| 2022 | -0.100 | -0.129 | -0.034 | 0.033 |
| 2021 | 0.063 | 0.099 | 0.036 | 0.099 |
| 2020 | -0.164 | 0.151 | 0.038 | 0.052 |
| 2019 | 0.167 | 0.045 | 0.035 | 0.075 |
| 2018 | -0.057 | 0.077 | 0.072 | -0.130 |
| 2017 | 0.044 | -0.016 | 0.010 | 0.039 |
| 2016 | -0.053 | 0.010 | 0.061 | 0.054 |
| 2015 | 0.147 | -0.033 | -0.093 | 0.125 |
| 2014 | 0.006 | 0.053 | 0.027 | 0.036 |
| 2013 | 0.128 | -0.008 | 0.033 | 0.021 |
| 2012 | 0.077 | -0.014 | 0.055 | -0.013 |
| 2011 | -0.012 | -0.026 | -0.070 | 0.072 |
| 2010 | 0.064 | -0.029 | 0.021 | 0.106 |
| 2009 | -0.041 | 0.170 | 0.120 | 0.045 |
| 2008 | -0.203 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.054 |
| 5 years | 0.089 |
| 10 years | 0.076 |