Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 63 |
| 1 month | 0.033 | 0 | 71 |
| 3 months | 0.022 | 0 | 79 |
| 1 year | 0.095 | 0 | 53 |
| 3 years | 0.065 | 0 | 15 |
| 5 years | 0.064 | 0 | 19 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.033 | — |
| 2023 | 0.160 | — |
| 2022 | -0.173 | — |
| 2021 | 0.056 | — |
| 2020 | 0.153 | — |
| 2019 | 0.133 | — |
| 2018 | -0.084 | — |
| 2017 | 0.225 | — |
| 2016 | -0.011 | — |
| 2015 | -0.024 | — |
| 2014 | -0.059 | — |
| 2013 | 0.061 | — |
| 2012 | 0.126 | — |
| 2011 | -0.039 | — |
| 2010 | 0.116 | — |
| 2009 | 0.242 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.021 | -0.006 | 0.068 | -0.046 |
| 2023 | 0.053 | 0.008 | -0.017 | 0.112 |
| 2022 | -0.064 | -0.155 | -0.054 | 0.105 |
| 2021 | 0.004 | 0.055 | -0.017 | 0.015 |
| 2020 | -0.121 | 0.124 | 0.067 | 0.094 |
| 2019 | 0.060 | 0.032 | -0.012 | 0.048 |
| 2018 | 0.006 | -0.023 | 0.004 | -0.072 |
| 2017 | 0.049 | 0.070 | 0.043 | 0.046 |
| 2016 | 0.001 | -0.010 | 0.036 | -0.037 |
| 2015 | 0 | 0.009 | -0.048 | 0.016 |
| 2014 | 0.006 | 0.016 | -0.071 | -0.009 |
| 2013 | 0.009 | -0.040 | 0.058 | 0.036 |
| 2012 | 0.077 | -0.033 | 0.054 | 0.026 |
| 2011 | 0.021 | 0.005 | -0.091 | 0.030 |
| 2010 | 0.011 | -0.050 | 0.109 | 0.047 |
| 2009 | -0.060 | 0.147 | 0.111 | 0.038 |
| 2008 | -0.101 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.047 |
| 5 years | 0.053 |
| 10 years | 0.038 |