Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 57 |
| 1 month | 0.002 | 0 | 47 |
| 3 months | -0.011 | 0 | 56 |
| 1 year | 0.059 | 0 | 57 |
| 3 years | 0.085 | 0 | 58 |
| 5 years | 0.099 | 0 | — |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.155 | — |
| 2022 | -0.126 | — |
| 2021 | 0.186 | — |
| 2020 | -0.027 | — |
| 2019 | 0.185 | — |
| 2018 | -0.152 | — |
| 2017 | 0.104 | — |
| 2016 | -0.047 | — |
| 2015 | 0.101 | — |
| 2014 | 0.049 | — |
| 2013 | 0.223 | — |
| 2012 | 0.207 | — |
| 2011 | -0.132 | — |
| 2010 | 0.132 | — |
| 2009 | 0.282 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | 0.096 | -0.017 | 0.019 | -0.025 |
| 2023 | 0.112 | 0.025 | -0.056 | 0.073 |
| 2022 | -0.093 | -0.098 | -0.041 | 0.113 |
| 2021 | 0.072 | 0.054 | -0.001 | 0.052 |
| 2020 | -0.227 | 0.118 | 0.021 | 0.103 |
| 2019 | 0.108 | 0.010 | 0.021 | 0.037 |
| 2018 | -0.042 | 0.025 | 0.010 | -0.145 |
| 2017 | 0.053 | 0.013 | 0.033 | 0.002 |
| 2016 | -0.082 | -0.027 | 0.029 | 0.038 |
| 2015 | 0.152 | -0.022 | -0.079 | 0.061 |
| 2014 | 0.029 | 0.009 | -0.010 | 0.020 |
| 2013 | 0.058 | 0.005 | 0.086 | 0.059 |
| 2012 | 0.104 | -0.050 | 0.105 | 0.041 |
| 2011 | 0.017 | -0.006 | -0.179 | 0.046 |
| 2010 | 0.048 | -0.060 | 0.070 | 0.074 |
| 2009 | -0.103 | 0.184 | 0.166 | 0.036 |
| 2008 | -0.184 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.076 |
| 5 years | 0.094 |
| 10 years | 0.027 |