Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 90 |
| 1 month | -0.011 | 0 | 44 |
| 3 months | -0.047 | 0 | 82 |
| 1 year | 0.064 | 0 | 68 |
| 3 years | 0.045 | 0 | 65 |
| 5 years | 0.040 | 0 | 72 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.136 | — |
| 2023 | 0.100 | — |
| 2022 | -0.152 | — |
| 2021 | 0.098 | — |
| 2020 | 0.024 | — |
| 2019 | 0.120 | — |
| 2018 | -0.047 | — |
| 2017 | 0.020 | — |
| 2016 | 0.066 | — |
| 2015 | 0.041 | — |
| 2014 | 0.103 | — |
| 2013 | 0.186 | — |
| 2012 | 0.036 | — |
| 2011 | -0.008 | — |
| 2010 | 0.130 | — |
| 2009 | 0.238 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.056 | 0.010 | 0.047 | 0.017 |
| 2023 | 0.040 | 0.017 | -0.040 | 0.084 |
| 2022 | -0.052 | -0.103 | -0.035 | 0.034 |
| 2021 | 0.016 | 0.052 | -0.016 | 0.045 |
| 2020 | -0.121 | 0.096 | 0.028 | 0.035 |
| 2019 | 0.068 | 0.016 | 0.013 | 0.020 |
| 2018 | -0.016 | 0.013 | 0.014 | -0.056 |
| 2017 | 0.008 | 0.001 | -0.002 | 0.013 |
| 2016 | -0.006 | 0.020 | 0.035 | 0.015 |
| 2015 | 0.054 | -0.014 | -0.011 | 0.014 |
| 2014 | 0.049 | 0.022 | 0.003 | 0.026 |
| 2013 | 0.078 | 0.031 | 0.018 | 0.048 |
| 2012 | 0.043 | -0.033 | 0.012 | 0.015 |
| 2011 | 0.082 | -0.028 | -0.081 | 0.025 |
| 2010 | 0.039 | -0.073 | 0.069 | 0.097 |
| 2009 | -0.021 | 0.125 | 0.084 | 0.037 |
| 2008 | 0.038 | -0.110 | -0.130 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.045 |
| 5 years | 0.040 |
| 10 years | 0.029 |