Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.085 | 0 | 86 |
| 1 month | 0.017 | 0 | 84 |
| 3 months | -0.020 | 0 | 86 |
| 1 year | 0.018 | 0 | 83 |
| 3 years | 0.115 | 0 | 100 |
| 5 years | 0.204 | 0 | 66 |
| 10 years | 0.127 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.282 | — |
| 2022 | -0.054 | — |
| 2021 | 0.358 | — |
| 2020 | 0.254 | — |
| 2019 | 0.018 | — |
| 2018 | -0.079 | — |
| 2017 | 0.478 | — |
| 2016 | 0.056 | — |
| 2015 | 0.051 | — |
| 2014 | 0.484 | — |
| 2013 | 0.130 | — |
| 2012 | 0.210 | — |
| 2011 | -0.191 | — |
| 2010 | 0.197 | — |
| 2009 | 0.534 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | — | — | — |
| 2024 | 0.013 | 0.149 | 0.071 | -0.069 |
| 2023 | -0.031 | 0.126 | 0.079 | 0.088 |
| 2022 | -0.064 | -0.106 | 0.130 | 0.001 |
| 2021 | 0.102 | 0.100 | 0.088 | 0.030 |
| 2020 | -0.228 | 0.189 | 0.137 | 0.202 |
| 2019 | 0.023 | -0.022 | 0.006 | 0.011 |
| 2018 | -0.076 | 0.004 | -0.027 | 0.021 |
| 2017 | 0.152 | 0.044 | 0.060 | 0.159 |
| 2016 | -0.042 | 0.052 | 0.109 | -0.055 |
| 2015 | 0.075 | -0.009 | -0.016 | 0.002 |
| 2014 | 0.059 | 0.191 | 0.102 | 0.068 |
| 2013 | -0.018 | 0.031 | 0.041 | 0.072 |
| 2012 | 0.106 | -0.013 | 0.083 | 0.024 |
| 2011 | -0.064 | 0.015 | -0.105 | -0.048 |
| 2010 | 0.020 | 0.050 | 0.069 | 0.045 |
| 2009 | 0.002 | 0.295 | 0.115 | 0.060 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.115 |
| 5 years | 0.204 |
| 10 years | 0.127 |