Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | -0.063 | 0 | — |
| 1 year | 0.059 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.101 | 0 | — |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.165 | — |
| 2023 | 0.168 | — |
| 2022 | -0.166 | — |
| 2021 | 0.194 | — |
| 2020 | 0.060 | — |
| 2019 | 0.239 | — |
| 2018 | -0.079 | — |
| 2017 | 0.175 | — |
| 2016 | 0.089 | — |
| 2015 | 0.048 | — |
| 2014 | 0.106 | — |
| 2013 | 0.241 | — |
| 2012 | 0.140 | — |
| 2011 | -0.096 | — |
| 2010 | 0.136 | — |
| 2009 | 0.422 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.081 | 0.033 | 0.043 | 0.000 |
| 2023 | 0.066 | 0.049 | -0.027 | 0.073 |
| 2022 | -0.057 | -0.131 | -0.054 | 0.077 |
| 2021 | 0.061 | 0.065 | 0.012 | 0.044 |
| 2020 | -0.220 | 0.159 | 0.067 | 0.099 |
| 2019 | 0.107 | 0.022 | 0.017 | 0.077 |
| 2018 | -0.037 | 0.047 | 0.038 | -0.120 |
| 2017 | 0.048 | 0.024 | 0.039 | 0.053 |
| 2016 | -0.022 | 0.003 | 0.045 | 0.062 |
| 2015 | 0.062 | 0.004 | -0.082 | 0.071 |
| 2014 | 0.004 | 0.057 | 0.007 | 0.036 |
| 2013 | 0.067 | 0.012 | 0.061 | 0.083 |
| 2012 | 0.109 | -0.058 | 0.072 | 0.017 |
| 2011 | 0.009 | -0.025 | -0.147 | 0.077 |
| 2010 | 0.033 | -0.095 | 0.103 | 0.102 |
| 2009 | -0.062 | 0.236 | 0.131 | 0.084 |
| 2008 | -0.161 | -0.212 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.069 |
| 5 years | 0.101 |
| 10 years | 0.071 |