Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 75 |
| 1 month | -0.003 | 0 | 62 |
| 3 months | 0.038 | 0 | 31 |
| 1 year | 0.015 | 0 | 88 |
| 3 years | 0.066 | 0 | 49 |
| 5 years | 0.031 | 0 | 64 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.097 | — |
| 2022 | -0.161 | — |
| 2021 | 0.097 | — |
| 2020 | 0.070 | — |
| 2019 | 0.155 | — |
| 2018 | -0.118 | — |
| 2017 | 0.057 | — |
| 2016 | 0.032 | — |
| 2015 | -0.017 | — |
| 2014 | 0.030 | — |
| 2013 | 0.067 | — |
| 2012 | 0.103 | — |
| 2011 | -0.079 | — |
| 2010 | 0.083 | — |
| 2009 | 0.178 | — |
| 2008 | -0.299 | — |
| 2007 | -0.009 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.018 | 0.036 | — |
| 2024 | 0.057 | 0.005 | 0.021 | 0.017 |
| 2023 | 0.030 | 0.029 | -0.025 | 0.061 |
| 2022 | -0.066 | -0.115 | -0.017 | 0.033 |
| 2021 | 0.026 | 0.035 | 0.002 | 0.032 |
| 2020 | -0.156 | 0.125 | 0.051 | 0.073 |
| 2019 | 0.078 | 0.016 | 0.009 | 0.045 |
| 2018 | -0.020 | -0.003 | 0.012 | -0.107 |
| 2017 | 0.019 | 0.004 | 0.015 | 0.018 |
| 2016 | -0.009 | -0.008 | 0.041 | 0.008 |
| 2015 | 0.024 | 0.002 | -0.065 | 0.026 |
| 2014 | 0.002 | 0.032 | -0.010 | 0.005 |
| 2013 | 0.036 | -0.033 | 0.049 | 0.016 |
| 2012 | 0.073 | -0.043 | 0.055 | 0.018 |
| 2011 | -0.009 | -0.024 | -0.093 | 0.051 |
| 2010 | 0.046 | -0.026 | 0.018 | 0.044 |
| 2009 | -0.023 | 0.083 | 0.088 | 0.024 |
| 2008 | -0.078 | -0.021 | -0.079 | -0.156 |
| 2007 | 0.012 | 0.028 | -0.024 | -0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.066 |
| 5 years | 0.031 |
| 10 years | 0.031 |
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