Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 3 |
| 1 month | 0.044 | 0 | 24 |
| 3 months | 0.051 | 0 | 20 |
| 1 year | 0.058 | 0 | 30 |
| 3 years | 0.074 | 0 | 65 |
| 5 years | 0.158 | 0 | 64 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.196 | — |
| 2022 | -0.104 | — |
| 2021 | 0.223 | — |
| 2020 | 0.142 | — |
| 2019 | -0.013 | — |
| 2018 | -0.091 | — |
| 2017 | 0.296 | — |
| 2016 | 0.011 | — |
| 2015 | -0.074 | — |
| 2014 | 0.300 | — |
| 2013 | -0.043 | — |
| 2012 | 0.243 | — |
| 2011 | -0.367 | — |
| 2010 | 0.224 | — |
| 2009 | 1.015 | — |
| 2008 | -0.652 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.038 | 0.089 | 0.052 | -0.095 |
| 2023 | -0.048 | 0.114 | 0.028 | 0.098 |
| 2022 | -0.012 | -0.118 | 0.066 | -0.035 |
| 2021 | 0.075 | 0.060 | 0.090 | -0.016 |
| 2020 | -0.316 | 0.223 | 0.149 | 0.189 |
| 2019 | 0.047 | -0.009 | -0.080 | 0.033 |
| 2018 | -0.073 | -0.020 | -0.022 | 0.023 |
| 2017 | 0.164 | 0.021 | -0.018 | 0.110 |
| 2016 | -0.043 | 0.032 | 0.072 | -0.044 |
| 2015 | 0.030 | -0.027 | -0.057 | -0.020 |
| 2014 | 0.079 | 0.152 | 0.035 | 0.010 |
| 2013 | -0.043 | -0.064 | -0.042 | 0.115 |
| 2012 | 0.222 | -0.112 | 0.149 | -0.003 |
| 2011 | -0.046 | -0.045 | -0.190 | -0.142 |
| 2010 | 0.051 | -0.028 | 0.177 | 0.018 |
| 2009 | -0.009 | 0.555 | 0.192 | 0.097 |
| 2008 | -0.306 | -0.214 | -0.138 | -0.260 |
| 2007 | 0.236 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.055 |
| 5 years | 0.147 |
| 10 years | 0.059 |