Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | — |
| 1 month | -0.039 | 0 | — |
| 3 months | -0.040 | 0 | — |
| 1 year | 0.055 | 0 | — |
| 3 years | 0.070 | 0 | — |
| 5 years | 0.088 | 0 | — |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.140 | — |
| 2022 | -0.104 | — |
| 2021 | 0.174 | — |
| 2020 | -0.003 | — |
| 2019 | 0.196 | — |
| 2018 | -0.073 | — |
| 2017 | 0.047 | — |
| 2016 | 0.048 | — |
| 2015 | 0.071 | — |
| 2014 | 0.110 | — |
| 2013 | 0.113 | — |
| 2012 | 0.135 | — |
| 2011 | -0.106 | — |
| 2010 | 0.060 | — |
| 2009 | 0.187 | — |
| 2008 | -0.345 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.078 | 0.026 | 0.006 | 0.032 |
| 2023 | 0.034 | 0.037 | 0.014 | 0.050 |
| 2022 | -0.036 | -0.067 | -0.016 | 0.013 |
| 2021 | 0.062 | 0.036 | 0.024 | 0.041 |
| 2020 | -0.223 | 0.189 | 0.009 | 0.070 |
| 2019 | 0.088 | 0.025 | 0.026 | 0.046 |
| 2018 | -0.041 | 0.037 | 0.019 | -0.085 |
| 2017 | 0.008 | 0.022 | -0.008 | 0.024 |
| 2016 | -0.049 | -0.031 | 0.044 | 0.089 |
| 2015 | 0.118 | -0.012 | -0.077 | 0.051 |
| 2014 | 0.019 | 0.056 | 0.018 | 0.014 |
| 2013 | 0.039 | -0.025 | 0.071 | 0.026 |
| 2012 | 0.078 | -0.029 | 0.086 | 0.000 |
| 2011 | -0.023 | -0.046 | -0.094 | 0.059 |
| 2010 | 0.038 | -0.028 | 0.005 | 0.046 |
| 2009 | -0.034 | 0.108 | 0.084 | 0.022 |
| 2008 | -0.139 | -0.011 | -0.085 | -0.159 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.070 |
| 5 years | 0.088 |
| 10 years | 0.044 |