Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 56 |
| 1 month | -0.010 | 0 | 66 |
| 3 months | -0.035 | 0 | 61 |
| 1 year | 0.036 | 0 | 52 |
| 3 years | 0.018 | 0 | 56 |
| 5 years | 0.042 | 0 | 52 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.053 | — |
| 2022 | -0.107 | — |
| 2021 | 0.077 | — |
| 2020 | 0.043 | — |
| 2019 | 0.118 | — |
| 2018 | -0.072 | — |
| 2017 | 0.082 | — |
| 2016 | 0.058 | — |
| 2015 | -0.003 | — |
| 2014 | 0.072 | — |
| 2013 | 0.108 | — |
| 2012 | 0.067 | — |
| 2011 | -0.041 | — |
| 2010 | 0.133 | — |
| 2009 | 0.329 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.028 | 0.013 | 0.025 | -0.002 |
| 2023 | 0.017 | -0.004 | -0.016 | 0.056 |
| 2022 | -0.037 | -0.061 | -0.030 | 0.018 |
| 2021 | 0.010 | 0.042 | 0.005 | 0.019 |
| 2020 | -0.126 | 0.087 | 0.027 | 0.069 |
| 2019 | 0.046 | 0.028 | 0.016 | 0.024 |
| 2018 | -0.018 | 0.003 | -0.003 | -0.056 |
| 2017 | 0.021 | 0.010 | 0.015 | 0.033 |
| 2016 | -0.012 | 0.022 | 0.028 | 0.019 |
| 2015 | 0.047 | -0.031 | -0.044 | 0.028 |
| 2014 | -0.005 | 0.028 | 0.012 | 0.036 |
| 2013 | 0.056 | -0.016 | 0.023 | 0.043 |
| 2012 | 0.034 | -0.017 | 0.037 | 0.012 |
| 2011 | 0.002 | 0.001 | -0.057 | 0.015 |
| 2010 | 0.053 | -0.045 | 0.056 | 0.067 |
| 2009 | 0.005 | 0.115 | 0.134 | 0.046 |
| 2008 | -0.091 | -0.126 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.018 |
| 5 years | 0.042 |
| 10 years | 0.024 |