Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | — |
| 1 month | 0.026 | 0 | — |
| 3 months | -0.013 | 0 | — |
| 1 year | 0.093 | 0 | — |
| 3 years | 0.100 | 0 | — |
| 5 years | 0.111 | 0 | — |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.122 | — |
| 2022 | -0.138 | — |
| 2021 | 0.199 | — |
| 2020 | -0.025 | — |
| 2019 | 0.264 | — |
| 2018 | -0.100 | — |
| 2017 | 0.163 | — |
| 2016 | 0.149 | — |
| 2015 | 0.084 | — |
| 2014 | 0.025 | — |
| 2013 | 0.293 | — |
| 2012 | 0.183 | — |
| 2011 | -0.067 | — |
| 2010 | 0.184 | — |
| 2009 | 0.270 | — |
| 2008 | -0.363 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.061 | 0.058 | 0.007 | 0.008 |
| 2023 | 0.025 | 0.023 | 0.012 | 0.058 |
| 2022 | -0.110 | -0.111 | -0.020 | 0.111 |
| 2021 | 0.048 | 0.066 | 0.005 | 0.068 |
| 2020 | -0.282 | 0.179 | 0.058 | 0.089 |
| 2019 | 0.113 | 0.058 | -0.007 | 0.081 |
| 2018 | -0.056 | 0.087 | 0.000 | -0.123 |
| 2017 | 0.042 | 0.030 | 0.036 | 0.046 |
| 2016 | -0.010 | 0.059 | 0.086 | 0.008 |
| 2015 | 0.071 | 0.008 | -0.005 | 0.008 |
| 2014 | 0.029 | -0.015 | -0.020 | 0.033 |
| 2013 | 0.102 | 0.008 | 0.061 | 0.097 |
| 2012 | 0.063 | -0.015 | 0.061 | 0.065 |
| 2011 | -0.004 | 0.019 | -0.169 | 0.106 |
| 2010 | 0.066 | -0.130 | 0.158 | 0.102 |
| 2009 | -0.094 | 0.099 | 0.202 | 0.061 |
| 2008 | -0.090 | -0.010 | -0.142 | -0.176 |
| 2007 | -0.019 | -0.027 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.100 |
| 5 years | 0.111 |
| 10 years | 0.074 |