Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 12 |
| 1 month | 0.008 | 0 | 65 |
| 3 months | 0.003 | 0 | 17 |
| 1 year | 0.086 | 0 | 53 |
| 3 years | 0.102 | 0 | 24 |
| 5 years | 0.143 | 0 | 7 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.176 | — |
| 2022 | -0.124 | — |
| 2021 | 0.219 | — |
| 2020 | 0.154 | — |
| 2019 | 0.219 | — |
| 2018 | -0.167 | — |
| 2017 | 0.266 | — |
| 2016 | 0.024 | — |
| 2015 | -0.024 | — |
| 2014 | 0.046 | — |
| 2013 | 0.270 | — |
| 2012 | 0.130 | — |
| 2011 | -0.108 | — |
| 2010 | 0.079 | — |
| 2009 | 0.333 | — |
| 2008 | -0.456 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | — | — | — |
| 2024 | 0.100 | -0.012 | 0.067 | -0.055 |
| 2023 | 0.056 | 0.045 | -0.017 | 0.084 |
| 2022 | -0.036 | -0.139 | -0.069 | 0.134 |
| 2021 | 0.084 | 0.064 | -0.004 | 0.061 |
| 2020 | -0.219 | 0.164 | 0.084 | 0.170 |
| 2019 | 0.104 | 0.006 | 0.003 | 0.094 |
| 2018 | -0.018 | -0.028 | 0.048 | -0.167 |
| 2017 | 0.067 | 0.049 | 0.070 | 0.058 |
| 2016 | -0.029 | -0.018 | 0.057 | 0.016 |
| 2015 | 0.025 | 0.006 | -0.118 | 0.074 |
| 2014 | 0.010 | 0.037 | -0.013 | 0.012 |
| 2013 | 0.064 | 0.004 | 0.089 | 0.091 |
| 2012 | 0.106 | -0.075 | 0.060 | 0.042 |
| 2011 | 0.050 | 0.009 | -0.216 | 0.073 |
| 2010 | 0.014 | -0.134 | 0.141 | 0.077 |
| 2009 | -0.091 | 0.214 | 0.166 | 0.035 |
| 2008 | -0.081 | -0.045 | -0.193 | -0.232 |
| 2007 | 0.008 | -0.042 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.085 |
| 5 years | 0.133 |
| 10 years | 0.069 |