Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 31 |
| 1 month | 0.027 | 0 | 24 |
| 3 months | 0.010 | 0 | 28 |
| 1 year | 0.002 | 0 | 57 |
| 3 years | 0.288 | 0 | 5 |
| 5 years | 0.340 | 0 | 23 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.230 | — |
| 2023 | 0.554 | — |
| 2022 | 0.193 | — |
| 2021 | 0.432 | — |
| 2020 | -0.075 | — |
| 2019 | -0.034 | — |
| 2018 | -0.290 | — |
| 2017 | 0.433 | — |
| 2016 | -0.019 | — |
| 2015 | -0.025 | — |
| 2014 | 0.739 | — |
| 2013 | -0.144 | — |
| 2012 | 0.354 | — |
| 2011 | -0.362 | — |
| 2010 | 0.152 | — |
| 2009 | 0.956 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | — | — | — |
| 2024 | 0.092 | 0.163 | 0.041 | -0.070 |
| 2023 | -0.054 | 0.187 | 0.175 | 0.178 |
| 2022 | -0.030 | -0.037 | 0.170 | 0.091 |
| 2021 | 0.110 | 0.151 | 0.122 | -0.001 |
| 2020 | -0.409 | 0.158 | 0.023 | 0.320 |
| 2019 | 0.091 | 0.002 | -0.142 | 0.030 |
| 2018 | -0.169 | -0.115 | -0.073 | 0.041 |
| 2017 | 0.125 | 0.086 | -0.021 | 0.197 |
| 2016 | -0.131 | 0.121 | 0.055 | -0.045 |
| 2015 | 0.021 | -0.051 | -0.043 | 0.051 |
| 2014 | 0.118 | 0.414 | 0.001 | 0.099 |
| 2013 | -0.138 | -0.086 | -0.137 | 0.258 |
| 2012 | 0.277 | -0.049 | 0.071 | 0.041 |
| 2011 | -0.066 | -0.033 | -0.138 | -0.180 |
| 2010 | 0.013 | 0.053 | 0.152 | -0.062 |
| 2009 | -0.083 | 0.663 | 0.217 | 0.053 |
| 2008 | -0.200 | 0.017 | -0.258 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.288 |
| 5 years | 0.340 |
| 10 years | 0.106 |