Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 23 |
| 1 month | 0.003 | 0 | 20 |
| 3 months | 0.054 | 0 | 23 |
| 1 year | 0.063 | 0 | 48 |
| 3 years | 0.047 | 0 | 53 |
| 5 years | 0.118 | 0 | 38 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.048 | — |
| 2023 | 0.133 | — |
| 2022 | -0.075 | — |
| 2021 | 0.193 | — |
| 2020 | -0.100 | — |
| 2019 | 0.128 | — |
| 2018 | -0.100 | — |
| 2017 | 0.081 | — |
| 2016 | 0.119 | — |
| 2015 | 0.000 | — |
| 2014 | 0.090 | — |
| 2013 | 0.190 | — |
| 2012 | 0.104 | — |
| 2011 | 0.004 | — |
| 2010 | -0.035 | — |
| 2009 | 0.193 | — |
| 2008 | -0.388 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.039 | -0.036 | 0.055 | -0.008 |
| 2023 | 0.074 | 0.038 | -0.015 | 0.032 |
| 2022 | 0.009 | -0.070 | -0.111 | 0.108 |
| 2021 | 0.130 | 0.046 | 0.010 | 0.000 |
| 2020 | -0.289 | 0.075 | 0.000 | 0.177 |
| 2019 | 0.070 | 0.004 | -0.008 | 0.058 |
| 2018 | -0.025 | 0.027 | 0.009 | -0.110 |
| 2017 | -0.004 | 0.011 | 0.038 | 0.034 |
| 2016 | -0.046 | -0.017 | 0.058 | 0.128 |
| 2015 | 0.046 | -0.030 | -0.039 | 0.026 |
| 2014 | 0.015 | 0.026 | -0.013 | 0.060 |
| 2013 | 0.031 | 0.020 | 0.052 | 0.076 |
| 2012 | 0.082 | -0.057 | 0.062 | 0.018 |
| 2011 | 0.038 | -0.007 | -0.097 | 0.079 |
| 2010 | -0.022 | -0.080 | 0.058 | 0.014 |
| 2009 | -0.073 | 0.139 | 0.090 | 0.037 |
| 2008 | -0.139 | -0.061 | -0.102 | -0.158 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.029 |
| 5 years | 0.107 |
| 10 years | 0.033 |