Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.179 | 0 | 1 |
| 1 month | 0.000 | 0 | 29 |
| 3 months | 0.126 | 0 | 1 |
| 1 year | 0.147 | 0 | 3 |
| 3 years | 0.013 | 0 | 90 |
| 5 years | 0.052 | 0 | — |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.069 | — |
| 2023 | 0.099 | — |
| 2022 | -0.244 | — |
| 2021 | 0.200 | — |
| 2020 | 0.001 | — |
| 2019 | 0.189 | — |
| 2018 | -0.154 | — |
| 2017 | 0.075 | — |
| 2016 | 0.075 | — |
| 2015 | 0.084 | — |
| 2014 | 0.016 | — |
| 2013 | 0.238 | — |
| 2012 | 0.277 | — |
| 2011 | -0.225 | — |
| 2010 | 0.292 | — |
| 2009 | 0.529 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.179 | — | — | — |
| 2024 | -0.064 | 0.034 | 0.017 | -0.055 |
| 2023 | 0.043 | 0.014 | -0.047 | 0.091 |
| 2022 | -0.077 | -0.118 | -0.153 | 0.096 |
| 2021 | 0.096 | 0.059 | 0.033 | 0.002 |
| 2020 | -0.229 | 0.154 | 0.005 | 0.120 |
| 2019 | 0.101 | 0.021 | 0.007 | 0.049 |
| 2018 | -0.009 | 0.001 | -0.001 | -0.146 |
| 2017 | 0.048 | 0.017 | 0.024 | -0.015 |
| 2016 | -0.055 | -0.022 | 0.083 | 0.075 |
| 2015 | 0.075 | -0.011 | -0.079 | 0.108 |
| 2014 | 0.056 | 0.017 | -0.048 | -0.007 |
| 2013 | 0.035 | 0.023 | 0.107 | 0.055 |
| 2012 | 0.215 | -0.126 | 0.109 | 0.086 |
| 2011 | 0.047 | -0.034 | -0.233 | -0.001 |
| 2010 | 0.098 | -0.007 | 0.072 | 0.104 |
| 2009 | -0.032 | 0.258 | 0.264 | -0.007 |
| 2008 | -0.229 | -0.213 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | -0.008 |
| 5 years | 0.039 |
| 10 years | 0.018 |