Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0 | 83 |
| 1 month | 0.003 | 0 | 70 |
| 3 months | 0.071 | 0 | 87 |
| 1 year | 0.112 | 0 | 48 |
| 3 years | 0.102 | 0 | 5 |
| 5 years | 0.116 | 0 | 7 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.077 | — |
| 2022 | 0.024 | — |
| 2021 | 0.166 | — |
| 2020 | 0.046 | — |
| 2019 | 0.165 | — |
| 2018 | -0.191 | — |
| 2017 | 0.171 | — |
| 2016 | 0.233 | — |
| 2015 | 0.282 | — |
| 2014 | 0.122 | — |
| 2013 | 0.436 | — |
| 2012 | 0.058 | — |
| 2011 | -0.134 | — |
| 2010 | 0.209 | — |
| 2009 | 0.235 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.070 | — | — |
| 2024 | 0.057 | -0.050 | 0.076 | -0.007 |
| 2023 | -0.004 | 0.073 | -0.013 | 0.022 |
| 2022 | -0.026 | -0.068 | -0.016 | 0.146 |
| 2021 | 0.077 | 0.078 | -0.006 | 0.011 |
| 2020 | -0.211 | 0.111 | 0.027 | 0.162 |
| 2019 | 0.055 | 0.054 | -0.015 | 0.063 |
| 2018 | 0.007 | 0.046 | -0.088 | -0.158 |
| 2017 | 0.036 | 0.091 | 0.019 | 0.017 |
| 2016 | -0.011 | 0.044 | 0.103 | 0.084 |
| 2015 | 0.099 | 0.056 | 0.029 | 0.074 |
| 2014 | 0.136 | 0.049 | -0.049 | -0.010 |
| 2013 | 0.062 | 0.032 | 0.168 | 0.122 |
| 2012 | 0.135 | -0.066 | -0.022 | 0.020 |
| 2011 | 0.109 | 0.022 | -0.200 | -0.044 |
| 2010 | 0.060 | 0.021 | 0.071 | 0.043 |
| 2009 | -0.080 | 0.166 | 0.154 | -0.003 |
| 2008 | -0.168 | -0.297 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.091 |
| 5 years | 0.109 |
| 10 years | 0.078 |