Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 66 |
| 1 month | -0.005 | 0 | 54 |
| 3 months | -0.030 | 0 | 63 |
| 1 year | 0.030 | 0 | 61 |
| 3 years | 0.029 | 0 | 51 |
| 5 years | 0.040 | 0 | 60 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.093 | — |
| 2022 | -0.100 | — |
| 2021 | 0.068 | — |
| 2020 | 0.017 | — |
| 2019 | 0.094 | — |
| 2018 | -0.068 | — |
| 2017 | 0.061 | — |
| 2016 | -0.036 | — |
| 2015 | 0.006 | — |
| 2014 | 0.051 | — |
| 2013 | 0.080 | — |
| 2012 | 0.075 | — |
| 2011 | -0.039 | — |
| 2010 | -0.061 | — |
| 2009 | 0.262 | — |
| 2008 | -0.358 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.034 | 0.009 | 0.022 | 0.002 |
| 2023 | 0.030 | 0.019 | -0.011 | 0.053 |
| 2022 | -0.030 | -0.067 | -0.028 | 0.022 |
| 2021 | 0.027 | 0.020 | 0.000 | 0.020 |
| 2020 | -0.111 | 0.074 | 0.018 | 0.047 |
| 2019 | 0.056 | 0.006 | 0.006 | 0.023 |
| 2018 | -0.018 | 0.009 | 0.004 | -0.063 |
| 2017 | 0.041 | -0.003 | 0.010 | 0.011 |
| 2016 | -0.045 | -0.025 | 0.023 | 0.012 |
| 2015 | 0.062 | -0.015 | -0.058 | 0.020 |
| 2014 | 0.033 | 0.006 | 0.009 | 0.003 |
| 2013 | 0.030 | -0.010 | 0.037 | 0.022 |
| 2012 | 0.020 | -0.028 | 0.050 | 0.032 |
| 2011 | 0.033 | -0.015 | -0.069 | 0.014 |
| 2010 | 0.032 | -0.073 | -0.013 | -0.006 |
| 2009 | -0.054 | 0.200 | 0.134 | -0.019 |
| 2008 | 0.003 | -0.047 | -0.121 | -0.235 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.029 |
| 5 years | 0.040 |
| 10 years | 0.010 |