Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 98 |
| 1 month | -0.022 | 0 | 99 |
| 3 months | -0.028 | 0 | 99 |
| 1 year | 0.081 | 0 | 4 |
| 3 years | 0.042 | 0 | 18 |
| 5 years | 0.038 | 0 | 15 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.100 | — |
| 2022 | -0.118 | — |
| 2021 | -0.007 | — |
| 2020 | 0.048 | — |
| 2019 | 0.086 | — |
| 2018 | -0.071 | — |
| 2017 | 0.030 | — |
| 2016 | 0.066 | — |
| 2015 | 0.026 | — |
| 2014 | 0.029 | — |
| 2013 | 0.048 | — |
| 2012 | 0.136 | — |
| 2011 | 0.002 | — |
| 2010 | 0.218 | — |
| 2009 | 0.898 | — |
| 2008 | -0.396 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.006 | 0.017 | 0.057 | 0.021 |
| 2023 | -0.002 | 0.019 | 0.004 | 0.078 |
| 2022 | -0.051 | -0.099 | -0.025 | 0.059 |
| 2021 | 0.006 | 0.020 | 0.006 | -0.038 |
| 2020 | -0.113 | 0.076 | 0.027 | 0.069 |
| 2019 | 0.040 | 0.018 | 0.014 | 0.012 |
| 2018 | -0.014 | -0.031 | 0.002 | -0.029 |
| 2017 | 0.014 | 0.002 | 0.013 | 0.000 |
| 2016 | 0.001 | 0.019 | 0.028 | 0.016 |
| 2015 | 0.030 | 0.015 | -0.024 | 0.005 |
| 2014 | 0.022 | 0.027 | 0.005 | -0.025 |
| 2013 | 0.029 | -0.017 | 0.012 | 0.024 |
| 2012 | 0.064 | -0.005 | 0.025 | 0.047 |
| 2011 | 0.031 | 0.007 | -0.060 | 0.027 |
| 2010 | 0.139 | 0.010 | 0.018 | 0.041 |
| 2009 | 0.030 | 0.388 | 0.258 | 0.056 |
| 2008 | -0.050 | 0.014 | -0.058 | -0.334 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.042 |
| 5 years | 0.038 |
| 10 years | 0.018 |