Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 16 |
| 1 month | -0.014 | 0 | 54 |
| 3 months | -0.030 | 0 | 26 |
| 1 year | 0.069 | 0 | 6 |
| 3 years | 0.042 | 0 | 11 |
| 5 years | 0.038 | 0 | 54 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.095 | — |
| 2022 | -0.116 | — |
| 2021 | 0.089 | — |
| 2020 | -0.009 | — |
| 2019 | 0.178 | — |
| 2018 | -0.054 | — |
| 2017 | 0.060 | — |
| 2016 | 0.075 | — |
| 2015 | 0.061 | — |
| 2014 | 0.126 | — |
| 2013 | 0.051 | — |
| 2012 | 0.081 | — |
| 2011 | 0.024 | — |
| 2010 | 0.104 | — |
| 2009 | 0.182 | — |
| 2008 | -0.152 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.042 | 0.013 | 0.037 | 0.013 |
| 2023 | 0.024 | 0.019 | -0.003 | 0.053 |
| 2022 | -0.039 | -0.074 | -0.011 | 0.005 |
| 2021 | 0.006 | 0.054 | -0.007 | 0.034 |
| 2020 | -0.093 | 0.065 | 0.018 | 0.008 |
| 2019 | 0.082 | 0.017 | 0.042 | 0.027 |
| 2018 | -0.027 | 0.031 | -0.005 | -0.052 |
| 2017 | 0.036 | -0.003 | 0.006 | 0.020 |
| 2016 | 0.007 | 0.015 | 0.035 | 0.015 |
| 2015 | 0.091 | -0.038 | -0.043 | 0.057 |
| 2014 | 0.022 | 0.033 | 0.028 | 0.037 |
| 2013 | 0.052 | -0.039 | 0.024 | 0.015 |
| 2012 | 0.033 | -0.009 | 0.063 | -0.007 |
| 2011 | -0.017 | 0.004 | 0.002 | 0.036 |
| 2010 | 0.042 | 0.011 | -0.001 | 0.049 |
| 2009 | 0.018 | 0.065 | 0.053 | 0.035 |
| 2008 | -0.034 | 0.000 | -0.057 | -0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.024 |
| 5 years | 0.027 |
| 10 years | 0.031 |