Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.162 | 0 | 54 |
| 1 month | 0.003 | 0 | 41 |
| 3 months | 0.068 | 0 | 6 |
| 1 year | 0.173 | 0 | 54 |
| 3 years | 0.133 | 0 | 40 |
| 5 years | 0.106 | 0 | — |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.195 | — |
| 2022 | -0.140 | — |
| 2021 | 0.254 | — |
| 2020 | -0.104 | — |
| 2019 | 0.225 | — |
| 2018 | -0.124 | — |
| 2017 | 0.096 | — |
| 2016 | 0.004 | — |
| 2015 | 0.074 | — |
| 2014 | 0.015 | — |
| 2013 | 0.185 | — |
| 2012 | 0.154 | — |
| 2011 | -0.081 | — |
| 2010 | 0.086 | — |
| 2009 | 0.267 | — |
| 2008 | -0.456 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.061 | 0.032 | 0.032 | — |
| 2024 | 0.100 | -0.012 | 0.042 | -0.033 |
| 2023 | 0.141 | 0.030 | -0.051 | 0.072 |
| 2022 | -0.096 | -0.092 | -0.061 | 0.116 |
| 2021 | 0.106 | 0.053 | 0.017 | 0.059 |
| 2020 | -0.293 | 0.171 | -0.012 | 0.096 |
| 2019 | 0.126 | 0.030 | 0.023 | 0.032 |
| 2018 | -0.044 | 0.051 | 0.000 | -0.128 |
| 2017 | 0.064 | 0.006 | 0.017 | 0.007 |
| 2016 | -0.068 | -0.014 | 0.040 | 0.051 |
| 2015 | 0.162 | -0.025 | -0.094 | 0.047 |
| 2014 | 0.001 | 0.027 | -0.003 | -0.010 |
| 2013 | 0.053 | -0.010 | 0.083 | 0.049 |
| 2012 | 0.050 | -0.022 | 0.071 | 0.049 |
| 2011 | -0.007 | 0.003 | -0.157 | 0.094 |
| 2010 | 0.028 | -0.064 | 0.059 | 0.066 |
| 2009 | -0.117 | 0.181 | 0.169 | 0.039 |
| 2008 | -0.162 | -0.057 | -0.092 | -0.241 |
| 2007 | -0.061 | -0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.138 |
| 3 years | 0.122 |
| 5 years | 0.099 |
| 10 years | 0.047 |
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