Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 24 |
| 1 month | 0.031 | 0 | 47 |
| 3 months | 0.033 | 0 | 16 |
| 1 year | 0.063 | 0 | 58 |
| 3 years | 0.121 | 0 | 94 |
| 5 years | 0.150 | 0 | 100 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.189 | — |
| 2022 | -0.014 | — |
| 2021 | 0.127 | — |
| 2020 | 0.152 | — |
| 2019 | 0.043 | — |
| 2018 | -0.045 | — |
| 2017 | 0.432 | — |
| 2016 | 0.034 | — |
| 2015 | 0.092 | — |
| 2014 | 0.546 | — |
| 2013 | 0.091 | — |
| 2012 | 0.366 | — |
| 2011 | -0.296 | — |
| 2010 | 0.135 | — |
| 2009 | 1.028 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.042 | 0.134 | 0.078 | -0.086 |
| 2023 | -0.067 | 0.118 | 0.050 | 0.085 |
| 2022 | -0.038 | -0.083 | 0.083 | 0.032 |
| 2021 | 0.042 | 0.032 | 0.070 | -0.021 |
| 2020 | -0.228 | 0.184 | 0.075 | 0.171 |
| 2019 | 0.028 | -0.025 | -0.020 | 0.061 |
| 2018 | -0.057 | 0.021 | -0.012 | 0.003 |
| 2017 | 0.142 | 0.058 | 0.054 | 0.124 |
| 2016 | -0.042 | 0.074 | 0.071 | -0.063 |
| 2015 | 0.085 | -0.018 | -0.007 | 0.032 |
| 2014 | 0.057 | 0.196 | 0.089 | 0.123 |
| 2013 | -0.074 | 0.025 | -0.012 | 0.163 |
| 2012 | 0.157 | -0.003 | 0.103 | 0.073 |
| 2011 | -0.095 | -0.013 | -0.117 | -0.107 |
| 2010 | 0.002 | 0.045 | 0.111 | -0.024 |
| 2009 | -0.032 | 0.596 | 0.228 | 0.069 |
| 2008 | -0.214 | -0.040 | -0.269 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.121 |
| 5 years | 0.150 |
| 10 years | 0.103 |