Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 44 |
| 1 month | 0.012 | 0 | 81 |
| 3 months | 0.051 | 0 | 81 |
| 1 year | 0.037 | 0 | 76 |
| 3 years | 0.049 | 0 | 74 |
| 5 years | 0.066 | 0 | 57 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.084 | — |
| 2022 | -0.049 | — |
| 2021 | 0.128 | — |
| 2020 | -0.040 | — |
| 2019 | 0.120 | — |
| 2018 | -0.058 | — |
| 2017 | 0.056 | — |
| 2016 | 0.027 | — |
| 2015 | 0.037 | — |
| 2014 | 0.086 | — |
| 2013 | 0.094 | — |
| 2012 | 0.073 | — |
| 2011 | -0.061 | — |
| 2010 | 0.080 | — |
| 2009 | 0.214 | — |
| 2008 | -0.269 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.016 | — | — |
| 2024 | 0.049 | 0.006 | 0.022 | 0.004 |
| 2023 | 0.030 | 0.017 | -0.003 | 0.038 |
| 2022 | -0.005 | -0.054 | -0.014 | 0.024 |
| 2021 | 0.044 | 0.033 | 0.007 | 0.038 |
| 2020 | -0.176 | 0.086 | 0.010 | 0.064 |
| 2019 | 0.060 | 0.010 | 0.012 | 0.034 |
| 2018 | -0.026 | 0.031 | 0.010 | -0.072 |
| 2017 | 0.031 | 0.003 | 0.011 | 0.010 |
| 2016 | -0.033 | -0.003 | 0.027 | 0.037 |
| 2015 | 0.065 | -0.016 | -0.054 | 0.046 |
| 2014 | 0.012 | 0.023 | 0.031 | 0.018 |
| 2013 | 0.051 | -0.004 | 0.039 | 0.005 |
| 2012 | 0.048 | -0.026 | 0.023 | 0.028 |
| 2011 | 0.018 | -0.010 | -0.120 | 0.059 |
| 2010 | 0.033 | -0.065 | 0.061 | 0.055 |
| 2009 | -0.065 | 0.110 | 0.123 | 0.041 |
| 2008 | -0.097 | -0.022 | -0.052 | -0.128 |
| 2007 | 0.034 | 0.003 | -0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.049 |
| 5 years | 0.066 |
| 10 years | 0.032 |