Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | 12 |
| 1 month | 0.033 | 0 | 1 |
| 3 months | 0.034 | 0 | 4 |
| 1 year | 0.027 | 0 | 11 |
| 3 years | 0.007 | 0 | 91 |
| 5 years | 0.042 | 0 | 94 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.017 | — |
| 2023 | 0.077 | — |
| 2022 | -0.188 | — |
| 2021 | 0.138 | — |
| 2020 | -0.046 | — |
| 2019 | 0.192 | — |
| 2018 | -0.103 | — |
| 2017 | 0.177 | — |
| 2016 | 0.051 | — |
| 2015 | 0.132 | — |
| 2014 | 0.048 | — |
| 2013 | 0.216 | — |
| 2012 | 0.261 | — |
| 2011 | -0.053 | — |
| 2010 | 0.248 | — |
| 2009 | 0.317 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | 0.044 | -0.066 | 0.052 | -0.041 |
| 2023 | 0.054 | 0.012 | -0.044 | 0.056 |
| 2022 | -0.080 | -0.127 | -0.051 | 0.066 |
| 2021 | 0.047 | 0.042 | 0.008 | 0.034 |
| 2020 | -0.251 | 0.172 | 0.010 | 0.077 |
| 2019 | 0.107 | 0.041 | 0.000 | 0.034 |
| 2018 | -0.001 | 0.040 | 0.019 | -0.153 |
| 2017 | 0.089 | 0.040 | 0.058 | -0.018 |
| 2016 | -0.041 | -0.040 | 0.093 | 0.045 |
| 2015 | 0.148 | -0.023 | -0.064 | 0.080 |
| 2014 | 0.048 | 0.007 | -0.050 | 0.045 |
| 2013 | 0.071 | 0.005 | 0.079 | 0.048 |
| 2012 | 0.150 | -0.019 | 0.075 | 0.040 |
| 2011 | 0.013 | 0.069 | -0.161 | 0.042 |
| 2010 | 0.096 | -0.049 | 0.093 | 0.095 |
| 2009 | -0.071 | 0.169 | 0.226 | -0.011 |
| 2008 | -0.212 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.000 |
| 5 years | 0.037 |
| 10 years | 0.023 |