Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 83 |
| 1 month | 0.001 | 0 | 38 |
| 3 months | 0.025 | 0 | 54 |
| 1 year | 0.021 | 0 | 85 |
| 3 years | 0.061 | 0 | 53 |
| 5 years | 0.038 | 0 | 51 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.103 | — |
| 2022 | -0.115 | — |
| 2021 | 0.094 | — |
| 2020 | 0.027 | — |
| 2019 | 0.126 | — |
| 2018 | -0.082 | — |
| 2017 | 0.017 | — |
| 2016 | 0.031 | — |
| 2015 | 0.041 | — |
| 2014 | 0.029 | — |
| 2013 | 0.049 | — |
| 2012 | 0.073 | — |
| 2011 | -0.047 | — |
| 2010 | 0.081 | — |
| 2009 | 0.142 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.001 | 0.017 | — |
| 2024 | 0.044 | 0.002 | 0.020 | 0.018 |
| 2023 | 0.042 | 0.016 | -0.010 | 0.052 |
| 2022 | -0.054 | -0.058 | -0.025 | 0.018 |
| 2021 | 0.023 | 0.027 | 0.000 | 0.042 |
| 2020 | -0.089 | 0.083 | 0.010 | 0.031 |
| 2019 | 0.077 | 0.016 | 0.009 | 0.021 |
| 2018 | -0.034 | 0.012 | 0.008 | -0.069 |
| 2017 | 0.018 | -0.012 | 0.006 | 0.005 |
| 2016 | -0.020 | -0.001 | 0.028 | 0.025 |
| 2015 | 0.097 | -0.038 | -0.056 | 0.046 |
| 2014 | 0.004 | 0.017 | 0.002 | 0.006 |
| 2013 | 0.023 | -0.017 | 0.014 | 0.028 |
| 2012 | 0.047 | -0.023 | 0.039 | 0.009 |
| 2011 | -0.017 | 0.007 | -0.072 | 0.038 |
| 2010 | 0.035 | -0.015 | 0.017 | 0.042 |
| 2009 | -0.018 | 0.067 | 0.059 | 0.029 |
| 2008 | -0.016 | -0.026 | -0.049 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.039 |
| 5 years | 0.025 |
| 10 years | 0.019 |
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