Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0.130 | 54 |
| 1 month | -0.003 | 0.013 | 63 |
| 3 months | 0.126 | 0.064 | 30 |
| 1 year | 0.055 | 0.533 | 52 |
| 3 years | 0.079 | 0.149 | 41 |
| 5 years | 0.055 | 0.157 | 67 |
| 10 years | 0.077 | 0.093 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.193 | — |
| 2022 | -0.296 | — |
| 2021 | 0.107 | — |
| 2020 | 0.379 | 0.249 |
| 2019 | 0.313 | 0.265 |
| 2018 | -0.094 | -0.142 |
| 2017 | 0.273 | 0.254 |
| 2016 | 0.062 | 0.093 |
| 2015 | 0.030 | -0.012 |
| 2014 | 0.022 | -0.004 |
| 2013 | 0.298 | 0.310 |
| 2012 | 0.225 | 0.185 |
| 2011 | -0.140 | -0.118 |
| 2010 | 0.254 | 0.206 |
| 2009 | — | 0.472 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.065 | 0.152 | — | — |
| 2024 | 0.035 | -0.028 | 0.066 | -0.042 |
| 2023 | 0.065 | 0.052 | -0.060 | 0.133 |
| 2022 | -0.155 | -0.193 | -0.045 | 0.080 |
| 2021 | 0.033 | 0.079 | -0.003 | -0.004 |
| 2020 | -0.225 | 0.320 | 0.104 | 0.222 |
| 2019 | 0.156 | 0.043 | -0.020 | 0.111 |
| 2018 | 0.014 | 0.032 | 0.033 | -0.162 |
| 2017 | 0.085 | 0.058 | 0.056 | 0.050 |
| 2016 | -0.028 | 0.026 | 0.088 | -0.022 |
| 2015 | 0.055 | 0.062 | -0.109 | 0.033 |
| 2014 | 0.013 | 0.031 | -0.050 | 0.029 |
| 2013 | 0.092 | 0.012 | 0.113 | 0.056 |
| 2012 | 0.171 | -0.055 | 0.073 | 0.031 |
| 2011 | 0.028 | -0.002 | -0.209 | 0.059 |
| 2010 | 0.070 | -0.082 | 0.160 | 0.101 |
| 2009 | 0.219 | 0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.079 |
| 5 years | 0.055 |
| 10 years | 0.077 |