Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 9 |
| 1 month | 0.016 | 0 | 90 |
| 3 months | 0.024 | 0 | 53 |
| 1 year | 0.074 | 0 | 50 |
| 3 years | 0.129 | 0 | 28 |
| 5 years | 0.187 | 0 | 19 |
| 10 years | 0.101 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.201 | — |
| 2022 | 0.117 | — |
| 2021 | 0.236 | — |
| 2020 | 0.138 | — |
| 2019 | -0.049 | — |
| 2018 | -0.055 | — |
| 2017 | 0.290 | — |
| 2016 | 0.103 | — |
| 2015 | -0.058 | — |
| 2014 | 0.241 | — |
| 2013 | 0.025 | — |
| 2012 | 0.229 | — |
| 2011 | -0.269 | — |
| 2010 | 0.224 | — |
| 2009 | 0.406 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.036 | 0.072 | 0.071 | -0.073 |
| 2023 | -0.027 | 0.094 | 0.041 | 0.083 |
| 2022 | 0.057 | -0.081 | 0.088 | 0.057 |
| 2021 | 0.067 | 0.057 | 0.117 | -0.019 |
| 2020 | -0.152 | 0.137 | 0.016 | 0.161 |
| 2019 | 0.008 | 0.006 | -0.054 | -0.008 |
| 2018 | -0.066 | -0.012 | 0.012 | 0.012 |
| 2017 | 0.125 | 0.019 | 0.010 | 0.115 |
| 2016 | -0.031 | 0.074 | 0.041 | 0.019 |
| 2015 | -0.025 | 0.020 | -0.090 | 0.042 |
| 2014 | 0.060 | 0.244 | -0.077 | 0.019 |
| 2013 | -0.063 | 0.012 | -0.032 | 0.116 |
| 2012 | 0.125 | 0.002 | 0.060 | 0.029 |
| 2011 | -0.128 | -0.019 | -0.087 | -0.064 |
| 2010 | 0.014 | 0.018 | 0.079 | 0.099 |
| 2009 | 0.009 | 0.218 | 0.099 | 0.040 |
| 2008 | -0.012 | -0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.129 |
| 5 years | 0.187 |
| 10 years | 0.101 |