Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.108 | 0 | 33 |
| 1 month | -0.003 | 0 | 63 |
| 3 months | 0.044 | 0 | 37 |
| 1 year | 0.088 | 0 | 45 |
| 3 years | 0.064 | 0 | 80 |
| 5 years | 0.041 | 0 | 62 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.048 | — |
| 2023 | 0.043 | — |
| 2022 | -0.070 | — |
| 2021 | 0.071 | — |
| 2020 | 0.060 | — |
| 2019 | 0.099 | — |
| 2018 | -0.060 | — |
| 2017 | 0.065 | — |
| 2016 | 0.104 | — |
| 2015 | 0.006 | — |
| 2014 | 0.068 | — |
| 2013 | 0.110 | — |
| 2012 | 0.086 | — |
| 2011 | -0.034 | — |
| 2010 | 0.100 | — |
| 2009 | 0.147 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.023 | 0.054 | — |
| 2024 | 0.026 | 0.004 | 0.027 | -0.009 |
| 2023 | 0.001 | -0.003 | -0.005 | 0.051 |
| 2022 | -0.026 | -0.061 | -0.011 | 0.028 |
| 2021 | 0.013 | 0.036 | 0.005 | 0.015 |
| 2020 | -0.104 | 0.105 | 0.007 | 0.064 |
| 2019 | 0.052 | 0.025 | 0.016 | 0.002 |
| 2018 | -0.024 | 0.020 | 0.006 | -0.062 |
| 2017 | 0.025 | 0.002 | 0.014 | 0.023 |
| 2016 | 0.000 | 0.023 | 0.062 | 0.015 |
| 2015 | 0.066 | -0.020 | -0.080 | 0.048 |
| 2014 | 0.005 | 0.019 | 0.013 | 0.029 |
| 2013 | 0.066 | -0.015 | 0.025 | 0.030 |
| 2012 | 0.043 | -0.021 | 0.034 | 0.028 |
| 2011 | 0.009 | 0.005 | -0.087 | 0.044 |
| 2010 | 0.054 | -0.062 | 0.066 | 0.044 |
| 2009 | -0.065 | 0.064 | 0.134 | 0.017 |
| 2008 | -0.035 | -0.044 | -0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.064 |
| 5 years | 0.041 |
| 10 years | 0.044 |
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