Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | 73 |
| 1 month | -0.034 | 0 | 55 |
| 3 months | -0.092 | 0 | 82 |
| 1 year | -0.003 | 0 | 84 |
| 3 years | 0.030 | 0 | 85 |
| 5 years | 0.122 | 0 | 47 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.125 | — |
| 2022 | -0.048 | — |
| 2021 | 0.254 | — |
| 2020 | 0.048 | — |
| 2019 | 0.118 | — |
| 2018 | -0.061 | — |
| 2017 | 0.104 | — |
| 2016 | 0.101 | — |
| 2015 | 0.015 | — |
| 2014 | 0.181 | — |
| 2013 | 0.366 | — |
| 2012 | 0.171 | — |
| 2011 | -0.030 | — |
| 2010 | 0.132 | — |
| 2009 | 0.412 | — |
| 2008 | -0.403 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.082 | -0.017 | 0.025 | 0 |
| 2023 | -0.010 | 0.042 | 0.012 | 0.078 |
| 2022 | 0.070 | -0.121 | -0.054 | 0.071 |
| 2021 | 0.118 | 0.044 | -0.007 | 0.082 |
| 2020 | -0.234 | 0.128 | 0.035 | 0.173 |
| 2019 | 0.088 | 0.019 | -0.021 | 0.030 |
| 2018 | -0.029 | 0.028 | 0.067 | -0.118 |
| 2017 | 0.027 | 0.008 | 0.017 | 0.049 |
| 2016 | -0.006 | 0.019 | 0.045 | 0.040 |
| 2015 | 0.010 | 0.012 | -0.081 | 0.080 |
| 2014 | 0.021 | 0.059 | 0.022 | 0.068 |
| 2013 | 0.126 | 0.039 | 0.066 | 0.096 |
| 2012 | 0.141 | -0.049 | 0.080 | -0.001 |
| 2011 | 0.058 | -0.017 | -0.143 | 0.088 |
| 2010 | 0.050 | -0.129 | 0.096 | 0.130 |
| 2009 | -0.044 | 0.187 | 0.174 | 0.060 |
| 2008 | -0.104 | -0.019 | -0.140 | -0.210 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.030 |
| 5 years | 0.122 |
| 10 years | 0.064 |