Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 22 |
| 1 month | -0.008 | 0 | 15 |
| 3 months | -0.038 | 0 | 17 |
| 1 year | 0.059 | 0 | 10 |
| 3 years | 0.044 | 0 | 16 |
| 5 years | 0.082 | 0 | 34 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.122 | — |
| 2022 | -0.144 | — |
| 2021 | 0.162 | — |
| 2020 | 0.079 | — |
| 2019 | 0.206 | — |
| 2018 | -0.105 | — |
| 2017 | 0.144 | — |
| 2016 | 0.082 | — |
| 2015 | 0.020 | — |
| 2014 | 0.104 | — |
| 2013 | 0.152 | — |
| 2012 | 0.139 | — |
| 2011 | -0.081 | — |
| 2010 | 0.129 | — |
| 2009 | 0.302 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.047 | 0.014 | 0.034 | 0.014 |
| 2023 | 0.038 | 0.025 | -0.010 | 0.065 |
| 2022 | -0.041 | -0.107 | -0.044 | 0.045 |
| 2021 | 0.065 | 0.042 | -0.008 | 0.056 |
| 2020 | -0.185 | 0.149 | 0.043 | 0.105 |
| 2019 | 0.111 | 0.015 | 0.006 | 0.062 |
| 2018 | -0.026 | 0.006 | 0.032 | -0.115 |
| 2017 | 0.055 | 0.013 | 0.027 | 0.042 |
| 2016 | -0.001 | 0.013 | 0.040 | 0.028 |
| 2015 | 0.061 | -0.007 | -0.069 | 0.040 |
| 2014 | 0.006 | 0.042 | 0.018 | 0.035 |
| 2013 | 0.062 | -0.009 | 0.041 | 0.052 |
| 2012 | 0.100 | -0.050 | 0.081 | 0.007 |
| 2011 | 0.013 | -0.020 | -0.133 | 0.068 |
| 2010 | 0.041 | -0.080 | 0.087 | 0.086 |
| 2009 | -0.111 | 0.213 | 0.136 | 0.062 |
| 2008 | -0.003 | -0.169 | -0.230 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.044 |
| 5 years | 0.082 |
| 10 years | 0.052 |