Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 83 |
| 1 month | -0.039 | 0 | 98 |
| 3 months | -0.070 | 0 | 84 |
| 1 year | 0.008 | 0 | 85 |
| 3 years | 0.012 | 0 | 77 |
| 5 years | 0.022 | 0 | 85 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.068 | — |
| 2022 | -0.170 | — |
| 2021 | 0.064 | — |
| 2020 | 0.049 | — |
| 2019 | 0.194 | — |
| 2018 | -0.090 | — |
| 2017 | 0.074 | — |
| 2016 | -0.001 | — |
| 2015 | 0.050 | — |
| 2014 | 0.102 | — |
| 2013 | 0.084 | — |
| 2012 | 0.087 | — |
| 2011 | -0.102 | — |
| 2010 | 0.129 | — |
| 2009 | 0.207 | — |
| 2008 | -0.259 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.053 | 0.008 | 0.024 | 0.019 |
| 2023 | 0.013 | 0.020 | -0.003 | 0.038 |
| 2022 | -0.065 | -0.096 | -0.021 | 0.003 |
| 2021 | 0.003 | 0.048 | -0.010 | 0.021 |
| 2020 | -0.140 | 0.119 | 0.024 | 0.064 |
| 2019 | 0.120 | 0.010 | 0.008 | 0.047 |
| 2018 | -0.031 | 0.037 | 0.015 | -0.108 |
| 2017 | 0.042 | 0 | 0.007 | 0.024 |
| 2016 | -0.062 | -0.003 | 0.052 | 0.015 |
| 2015 | 0.103 | -0.008 | -0.107 | 0.074 |
| 2014 | 0.007 | 0.029 | 0.024 | 0.037 |
| 2013 | 0.054 | -0.027 | 0.039 | 0.017 |
| 2012 | 0.068 | -0.020 | 0.041 | -0.001 |
| 2011 | -0.024 | -0.026 | -0.096 | 0.044 |
| 2010 | 0.054 | -0.014 | 0.010 | 0.076 |
| 2009 | 0.001 | 0.081 | 0.079 | 0.033 |
| 2008 | -0.099 | 0.008 | -0.058 | -0.134 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | -0.005 |
| 5 years | 0.012 |
| 10 years | 0.009 |