Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.099 | 0 | 40 |
| 1 month | -0.038 | 0 | 66 |
| 3 months | -0.149 | 0 | 61 |
| 1 year | -0.001 | 0 | 45 |
| 3 years | 0.042 | 0 | 55 |
| 5 years | 0.091 | 0 | 40 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.227 | — |
| 2022 | -0.241 | — |
| 2021 | 0.282 | — |
| 2020 | 0.101 | — |
| 2019 | 0.314 | — |
| 2018 | 0.009 | — |
| 2017 | 0.187 | — |
| 2016 | 0.110 | — |
| 2015 | 0.158 | — |
| 2014 | 0.249 | — |
| 2013 | 0.207 | — |
| 2012 | 0.158 | — |
| 2011 | -0.071 | — |
| 2010 | 0.196 | — |
| 2009 | 0.369 | — |
| 2008 | -0.303 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | — | — | — |
| 2024 | 0.088 | -0.014 | 0.051 | 0.030 |
| 2023 | 0.068 | 0.049 | -0.029 | 0.128 |
| 2022 | -0.077 | -0.179 | -0.022 | 0.024 |
| 2021 | 0.108 | 0.070 | 0.023 | 0.057 |
| 2020 | -0.216 | 0.194 | 0.036 | 0.135 |
| 2019 | 0.158 | 0.027 | 0.044 | 0.059 |
| 2018 | -0.017 | 0.067 | 0.056 | -0.089 |
| 2017 | 0.104 | 0.021 | 0.002 | 0.051 |
| 2016 | -0.031 | 0.036 | 0.061 | 0.042 |
| 2015 | 0.166 | -0.030 | -0.084 | 0.118 |
| 2014 | 0.041 | 0.020 | 0.064 | 0.105 |
| 2013 | 0.122 | -0.002 | 0.037 | 0.040 |
| 2012 | 0.085 | 0.011 | 0.045 | 0.011 |
| 2011 | -0.031 | -0.014 | -0.114 | 0.097 |
| 2010 | 0.105 | -0.013 | 0.002 | 0.095 |
| 2009 | -0.013 | 0.147 | 0.132 | 0.068 |
| 2008 | -0.116 | -0.031 | 0.003 | -0.189 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | 0.024 |
| 5 years | 0.080 |
| 10 years | 0.087 |