Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.116 | 0 | 33 |
| 1 month | 0.014 | 0 | 72 |
| 3 months | -0.033 | 0 | 52 |
| 1 year | -0.024 | 0 | 81 |
| 3 years | 0.193 | 0 | 36 |
| 5 years | 0.336 | 0 | 40 |
| 10 years | 0.170 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.204 | — |
| 2023 | 0.448 | — |
| 2022 | 0.046 | — |
| 2021 | 0.649 | — |
| 2020 | 0.202 | — |
| 2019 | -0.106 | — |
| 2018 | -0.081 | — |
| 2017 | 0.607 | — |
| 2016 | 0.054 | — |
| 2015 | 0.064 | — |
| 2014 | 0.517 | — |
| 2013 | 0.079 | — |
| 2012 | 0.316 | — |
| 2011 | -0.262 | — |
| 2010 | 0.233 | — |
| 2009 | 1.049 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.128 | — | — | — |
| 2024 | 0.018 | 0.126 | 0.071 | -0.019 |
| 2023 | -0.002 | 0.177 | 0.119 | 0.101 |
| 2022 | -0.069 | -0.089 | 0.176 | 0.049 |
| 2021 | 0.142 | 0.249 | 0.113 | 0.038 |
| 2020 | -0.325 | 0.229 | 0.196 | 0.211 |
| 2019 | 0.036 | -0.051 | -0.077 | -0.015 |
| 2018 | -0.044 | -0.022 | -0.034 | 0.018 |
| 2017 | 0.168 | 0.090 | 0.039 | 0.215 |
| 2016 | -0.075 | 0.108 | 0.092 | -0.058 |
| 2015 | -0.007 | -0.003 | 0.015 | 0.059 |
| 2014 | 0.069 | 0.168 | 0.099 | 0.105 |
| 2013 | -0.062 | 0.020 | -0.005 | 0.133 |
| 2012 | 0.138 | -0.012 | 0.101 | 0.063 |
| 2011 | -0.076 | -0.018 | -0.112 | -0.085 |
| 2010 | 0.041 | 0.036 | 0.142 | 0.001 |
| 2009 | -0.041 | 0.552 | 0.235 | 0.115 |
| 2008 | -0.052 | -0.219 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | 0.193 |
| 5 years | 0.336 |
| 10 years | 0.170 |