Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | 37 |
| 1 month | 0.000 | 0 | 39 |
| 3 months | 0.037 | 0 | 62 |
| 1 year | 0.094 | 0 | 34 |
| 3 years | 0.066 | 0 | 74 |
| 5 years | 0.028 | 0 | 89 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | 0.077 | — |
| 2022 | -0.137 | — |
| 2021 | 0.055 | — |
| 2020 | -0.014 | — |
| 2019 | 0.127 | — |
| 2018 | -0.062 | — |
| 2017 | 0.073 | — |
| 2016 | 0.127 | — |
| 2015 | -0.004 | — |
| 2014 | 0.041 | — |
| 2013 | 0.097 | — |
| 2012 | 0.106 | — |
| 2011 | -0.007 | — |
| 2010 | 0.098 | — |
| 2009 | 0.198 | — |
| 2008 | -0.172 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.032 | 0.022 | — |
| 2024 | 0.013 | 0.014 | 0.019 | -0.009 |
| 2023 | 0.024 | -0.027 | 0.019 | 0.060 |
| 2022 | -0.039 | -0.076 | -0.087 | 0.065 |
| 2021 | 0.007 | 0.031 | 0.005 | 0.011 |
| 2020 | -0.152 | 0.094 | -0.015 | 0.080 |
| 2019 | 0.060 | 0.027 | 0.019 | 0.016 |
| 2018 | -0.039 | 0.047 | -0.010 | -0.058 |
| 2017 | 0.027 | 0.011 | 0.006 | 0.027 |
| 2016 | 0.008 | 0.029 | 0.080 | 0.007 |
| 2015 | 0.038 | -0.027 | -0.038 | 0.025 |
| 2014 | 0.005 | 0.018 | 0.002 | 0.016 |
| 2013 | 0.061 | -0.025 | 0.032 | 0.028 |
| 2012 | 0.035 | -0.007 | 0.049 | 0.025 |
| 2011 | 0.008 | 0.009 | -0.077 | 0.059 |
| 2010 | 0.041 | -0.051 | 0.083 | 0.027 |
| 2009 | -0.082 | 0.110 | 0.151 | 0.022 |
| 2008 | -0.066 | -0.015 | -0.074 | -0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.059 |
| 5 years | 0.028 |
| 10 years | 0.034 |
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