Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 35 |
| 1 month | -0.003 | 0 | 39 |
| 3 months | -0.075 | 0 | 21 |
| 1 year | 0.119 | 0 | 17 |
| 3 years | 0.113 | 0 | 30 |
| 5 years | 0.149 | 0 | 27 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.259 | — |
| 2022 | -0.196 | — |
| 2021 | 0.273 | — |
| 2020 | 0.196 | — |
| 2019 | 0.313 | — |
| 2018 | -0.071 | — |
| 2017 | 0.208 | — |
| 2016 | 0.109 | — |
| 2015 | -0.011 | — |
| 2014 | 0.128 | — |
| 2013 | 0.294 | — |
| 2012 | 0.146 | — |
| 2011 | -0.002 | — |
| 2010 | 0.151 | — |
| 2009 | 0.283 | — |
| 2008 | -0.383 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.097 | 0.037 | 0.060 | 0.029 |
| 2023 | 0.071 | 0.083 | -0.033 | 0.121 |
| 2022 | -0.051 | -0.168 | -0.050 | 0.072 |
| 2021 | 0.061 | 0.088 | 0.001 | 0.101 |
| 2020 | -0.199 | 0.215 | 0.093 | 0.124 |
| 2019 | 0.147 | 0.041 | 0.013 | 0.084 |
| 2018 | -0.016 | 0.034 | 0.070 | -0.146 |
| 2017 | 0.054 | 0.028 | 0.045 | 0.067 |
| 2016 | 0.003 | 0.024 | 0.039 | 0.038 |
| 2015 | -0.002 | 0.001 | -0.073 | 0.069 |
| 2014 | 0.017 | 0.053 | 0.004 | 0.050 |
| 2013 | 0.096 | 0.018 | 0.058 | 0.097 |
| 2012 | 0.121 | -0.036 | 0.065 | -0.004 |
| 2011 | 0.060 | -0.005 | -0.147 | 0.109 |
| 2010 | 0.053 | -0.116 | 0.115 | 0.109 |
| 2009 | -0.102 | 0.168 | 0.156 | 0.058 |
| 2008 | -0.092 | -0.011 | -0.103 | -0.233 |
| 2007 | -0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.113 |
| 5 years | 0.149 |
| 10 years | 0.112 |