Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | 84 |
| 1 month | -0.023 | 0 | 82 |
| 3 months | -0.074 | 0 | 88 |
| 1 year | 0.025 | 0 | 62 |
| 3 years | 0.021 | 0 | 56 |
| 5 years | 0.043 | 0 | 41 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.064 | — |
| 2022 | -0.137 | — |
| 2021 | 0.131 | — |
| 2020 | -0.004 | — |
| 2019 | 0.151 | — |
| 2018 | -0.069 | — |
| 2017 | 0.081 | — |
| 2016 | 0.031 | — |
| 2015 | 0.062 | — |
| 2014 | 0.082 | — |
| 2013 | 0.106 | — |
| 2012 | 0.107 | — |
| 2011 | -0.117 | — |
| 2010 | 0.133 | — |
| 2009 | 0.156 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.064 | 0.020 | 0.014 | 0.029 |
| 2023 | 0.005 | 0.020 | 0.000 | 0.039 |
| 2022 | -0.068 | -0.062 | -0.012 | 0.000 |
| 2021 | 0.041 | 0.030 | 0.002 | 0.052 |
| 2020 | -0.147 | 0.076 | 0.026 | 0.058 |
| 2019 | 0.081 | 0.016 | 0.019 | 0.030 |
| 2018 | -0.032 | 0.036 | 0.025 | -0.094 |
| 2017 | 0.033 | 0.001 | 0.012 | 0.034 |
| 2016 | -0.044 | 0.012 | 0.028 | 0.037 |
| 2015 | 0.114 | -0.024 | -0.079 | 0.060 |
| 2014 | -0.005 | 0.030 | 0.022 | 0.033 |
| 2013 | 0.060 | -0.009 | 0.019 | 0.033 |
| 2012 | 0.064 | -0.014 | 0.042 | 0.013 |
| 2011 | -0.044 | -0.019 | -0.094 | 0.040 |
| 2010 | 0.046 | -0.005 | 0.023 | 0.065 |
| 2009 | -0.032 | 0.075 | 0.064 | 0.044 |
| 2008 | -0.071 | -0.041 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | 0.004 |
| 5 years | 0.033 |
| 10 years | 0.019 |