Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 74 |
| 1 month | 0.047 | 0 | 4 |
| 3 months | 0.031 | 0 | 23 |
| 1 year | 0.059 | 0 | 56 |
| 3 years | 0.166 | 0 | 8 |
| 5 years | 0.252 | 0 | 1 |
| 10 years | 0.147 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.312 | — |
| 2022 | 0.052 | — |
| 2021 | 0.289 | — |
| 2020 | 0.252 | — |
| 2019 | 0.147 | — |
| 2018 | 0.028 | — |
| 2017 | 0.291 | — |
| 2016 | 0.042 | — |
| 2015 | -0.013 | — |
| 2014 | 0.354 | — |
| 2013 | 0.093 | — |
| 2012 | 0.310 | — |
| 2011 | -0.238 | — |
| 2010 | 0.202 | — |
| 2009 | 0.670 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.049 | 0.084 | 0.083 | -0.072 |
| 2023 | -0.028 | 0.107 | 0.068 | 0.141 |
| 2022 | 0.003 | -0.092 | 0.088 | 0.061 |
| 2021 | 0.084 | 0.101 | 0.094 | -0.013 |
| 2020 | -0.269 | 0.201 | 0.132 | 0.259 |
| 2019 | 0.073 | 0.008 | 0.014 | 0.046 |
| 2018 | -0.044 | 0.059 | 0.018 | -0.003 |
| 2017 | 0.122 | 0.034 | 0.024 | 0.087 |
| 2016 | -0.020 | 0.068 | 0.046 | -0.049 |
| 2015 | 0.045 | -0.007 | -0.055 | 0.006 |
| 2014 | 0.065 | 0.157 | 0.045 | 0.052 |
| 2013 | -0.036 | 0.033 | 0.001 | 0.096 |
| 2012 | 0.149 | 0.005 | 0.078 | 0.052 |
| 2011 | -0.048 | -0.019 | -0.117 | -0.076 |
| 2010 | 0.011 | 0.032 | 0.125 | 0.024 |
| 2009 | -0.041 | 0.448 | 0.161 | 0.036 |
| 2008 | -0.164 | -0.025 | -0.216 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.166 |
| 5 years | 0.252 |
| 10 years | 0.147 |