Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 13 |
| 1 month | 0.036 | 0 | 38 |
| 3 months | 0.030 | 0 | 15 |
| 1 year | 0.058 | 0 | 50 |
| 3 years | 0.154 | 0 | 32 |
| 5 years | 0.232 | 0 | 18 |
| 10 years | 0.144 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.242 | — |
| 2022 | 0.051 | — |
| 2021 | 0.325 | — |
| 2020 | 0.211 | — |
| 2019 | 0.124 | — |
| 2018 | -0.047 | — |
| 2017 | 0.426 | — |
| 2016 | 0.044 | — |
| 2015 | 0.023 | — |
| 2014 | 0.488 | — |
| 2013 | 0.051 | — |
| 2012 | 0.279 | — |
| 2011 | -0.234 | — |
| 2010 | 0.218 | — |
| 2009 | 0.755 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.049 | 0.122 | 0.056 | -0.073 |
| 2023 | -0.042 | 0.119 | 0.034 | 0.121 |
| 2022 | -0.003 | -0.088 | 0.106 | 0.046 |
| 2021 | 0.077 | 0.090 | 0.128 | 0.001 |
| 2020 | -0.244 | 0.186 | 0.106 | 0.221 |
| 2019 | 0.050 | 0.013 | 0.005 | 0.052 |
| 2018 | -0.060 | 0.026 | -0.007 | -0.005 |
| 2017 | 0.155 | 0.051 | 0.067 | 0.101 |
| 2016 | -0.045 | 0.090 | 0.081 | -0.072 |
| 2015 | 0.058 | -0.002 | -0.018 | -0.012 |
| 2014 | 0.073 | 0.204 | 0.052 | 0.095 |
| 2013 | -0.060 | 0.032 | -0.020 | 0.107 |
| 2012 | 0.129 | -0.019 | 0.091 | 0.058 |
| 2011 | -0.065 | -0.018 | -0.107 | -0.067 |
| 2010 | 0.041 | 0.029 | 0.134 | 0.003 |
| 2009 | -0.008 | 0.415 | 0.194 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.154 |
| 5 years | 0.232 |
| 10 years | 0.144 |