Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | 75 |
| 1 month | -0.014 | 0 | 54 |
| 3 months | -0.108 | 0 | 93 |
| 1 year | 0.100 | 0 | 69 |
| 3 years | 0.105 | 0 | 29 |
| 5 years | 0.156 | 0 | 13 |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.316 | — |
| 2023 | 0.216 | — |
| 2022 | -0.155 | — |
| 2021 | 0.001 | — |
| 2020 | 0.572 | — |
| 2019 | 0.300 | — |
| 2018 | -0.134 | — |
| 2017 | 0.197 | — |
| 2016 | 0.170 | — |
| 2015 | 0.092 | — |
| 2014 | 0.097 | — |
| 2013 | 0.414 | — |
| 2012 | 0.169 | — |
| 2011 | -0.157 | — |
| 2010 | 0.253 | — |
| 2009 | 0.617 | — |
| 2008 | -0.331 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.183 | 0.029 | -0.003 | 0.085 |
| 2023 | 0.099 | 0.036 | -0.031 | 0.102 |
| 2022 | -0.005 | -0.173 | -0.007 | 0.034 |
| 2021 | 0.004 | -0.015 | 0.004 | 0.009 |
| 2020 | -0.159 | 0.367 | 0.144 | 0.195 |
| 2019 | 0.202 | 0.058 | -0.049 | 0.075 |
| 2018 | 0.014 | 0.087 | -0.015 | -0.202 |
| 2017 | 0.049 | 0.001 | 0.057 | 0.079 |
| 2016 | 0.015 | 0.052 | 0.060 | 0.033 |
| 2015 | 0.098 | 0.017 | -0.081 | 0.064 |
| 2014 | 0.056 | 0.021 | -0.018 | 0.036 |
| 2013 | 0.099 | 0.080 | 0.094 | 0.089 |
| 2012 | 0.142 | -0.055 | 0.028 | 0.053 |
| 2011 | 0.036 | -0.072 | -0.148 | 0.029 |
| 2010 | 0.023 | -0.057 | 0.086 | 0.195 |
| 2009 | 0.014 | 0.274 | 0.161 | 0.078 |
| 2008 | -0.019 | 0.155 | -0.255 | -0.207 |
| 2007 | 0.048 | 0.148 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.105 |
| 5 years | 0.156 |
| 10 years | 0.125 |