Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 83 |
| 1 month | -0.013 | 0 | 84 |
| 3 months | -0.060 | 0 | 95 |
| 1 year | 0.020 | 0 | 87 |
| 3 years | 0.034 | 0 | 31 |
| 5 years | 0.046 | 0 | 46 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.084 | — |
| 2022 | -0.065 | — |
| 2021 | 0.069 | — |
| 2020 | 0.011 | — |
| 2019 | 0.122 | — |
| 2018 | -0.048 | — |
| 2017 | 0.059 | — |
| 2016 | 0.073 | — |
| 2015 | 0.036 | — |
| 2014 | 0.058 | — |
| 2013 | 0.129 | — |
| 2012 | 0.104 | — |
| 2011 | -0.043 | — |
| 2010 | 0.108 | — |
| 2009 | 0.216 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.039 | 0.005 | 0.012 | 0.012 |
| 2023 | 0.026 | 0.005 | -0.001 | 0.052 |
| 2022 | -0.030 | -0.052 | 0.003 | 0.013 |
| 2021 | -0.005 | 0.045 | 0.008 | 0.019 |
| 2020 | -0.128 | 0.089 | 0.014 | 0.050 |
| 2019 | 0.050 | 0.043 | 0.020 | 0.005 |
| 2018 | -0.035 | 0.039 | 0.014 | -0.063 |
| 2017 | 0.024 | 0.013 | 0 | 0.021 |
| 2016 | 0.002 | 0.007 | 0.051 | 0.012 |
| 2015 | 0.043 | -0.018 | -0.026 | 0.038 |
| 2014 | 0.009 | 0.011 | 0.006 | 0.031 |
| 2013 | 0.072 | -0.009 | 0.029 | 0.032 |
| 2012 | 0.062 | -0.031 | 0.044 | 0.027 |
| 2011 | 0.006 | 0.003 | -0.076 | 0.026 |
| 2010 | 0.049 | -0.048 | 0.060 | 0.046 |
| 2009 | -0.038 | 0.083 | 0.139 | 0.025 |
| 2008 | -0.062 | -0.075 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | 0.017 |
| 5 years | 0.035 |
| 10 years | 0.027 |