Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 25 |
| 1 month | 0.037 | 0 | 11 |
| 3 months | 0.030 | 0 | 11 |
| 1 year | 0.080 | 0 | 17 |
| 3 years | 0.155 | 0 | 30 |
| 5 years | 0.225 | 0 | 32 |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.260 | — |
| 2022 | 0.035 | — |
| 2021 | 0.274 | — |
| 2020 | 0.158 | — |
| 2019 | 0.074 | — |
| 2018 | -0.040 | — |
| 2017 | 0.290 | — |
| 2016 | 0.032 | — |
| 2015 | 0.016 | — |
| 2014 | 0.374 | — |
| 2013 | 0.061 | — |
| 2012 | 0.242 | — |
| 2011 | -0.263 | — |
| 2010 | 0.177 | — |
| 2009 | 0.721 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.037 | 0.115 | 0.083 | -0.073 |
| 2023 | -0.040 | 0.133 | 0.041 | 0.114 |
| 2022 | -0.011 | -0.095 | 0.107 | 0.044 |
| 2021 | 0.066 | 0.078 | 0.114 | -0.005 |
| 2020 | -0.300 | 0.200 | 0.102 | 0.251 |
| 2019 | 0.058 | 0.010 | -0.029 | 0.035 |
| 2018 | -0.049 | 0.022 | -0.007 | -0.006 |
| 2017 | 0.111 | 0.041 | 0.017 | 0.098 |
| 2016 | -0.038 | 0.074 | 0.044 | -0.044 |
| 2015 | 0.066 | -0.018 | -0.036 | 0.007 |
| 2014 | 0.063 | 0.154 | 0.073 | 0.044 |
| 2013 | -0.044 | 0.035 | -0.031 | 0.107 |
| 2012 | 0.153 | -0.025 | 0.054 | 0.048 |
| 2011 | -0.057 | -0.020 | -0.109 | -0.106 |
| 2010 | 0.009 | 0.053 | 0.118 | -0.009 |
| 2009 | 0.013 | 0.394 | 0.173 | 0.038 |
| 2008 | -0.135 | 0.019 | -0.197 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.155 |
| 5 years | 0.225 |
| 10 years | 0.117 |