Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | 8 |
| 1 month | 0.004 | 0 | 59 |
| 3 months | 0.034 | 0 | 27 |
| 1 year | 0.060 | 0 | 51 |
| 3 years | 0.095 | 0 | 19 |
| 5 years | 0.194 | 0 | 5 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.005 | — |
| 2023 | 0.172 | — |
| 2022 | 0.022 | — |
| 2021 | 0.334 | — |
| 2020 | -0.144 | — |
| 2019 | 0.106 | — |
| 2018 | -0.272 | — |
| 2017 | 0.128 | — |
| 2016 | 0.142 | — |
| 2015 | 0.131 | — |
| 2014 | 0.000 | — |
| 2013 | 0.319 | — |
| 2012 | 0.308 | — |
| 2011 | -0.291 | — |
| 2010 | 0.134 | — |
| 2009 | 0.475 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.118 | — | — | — |
| 2024 | 0.051 | -0.043 | -0.031 | 0.021 |
| 2023 | 0.071 | 0.026 | 0.006 | 0.060 |
| 2022 | 0.016 | -0.098 | -0.053 | 0.178 |
| 2021 | 0.208 | 0.024 | 0.062 | 0.015 |
| 2020 | -0.406 | 0.165 | -0.062 | 0.318 |
| 2019 | 0.104 | -0.029 | -0.016 | 0.048 |
| 2018 | -0.048 | -0.014 | 0.033 | -0.249 |
| 2017 | 0.042 | 0.007 | 0.075 | 0.000 |
| 2016 | -0.048 | -0.057 | 0.037 | 0.227 |
| 2015 | 0.214 | -0.018 | -0.116 | 0.075 |
| 2014 | 0.075 | 0.023 | -0.032 | -0.060 |
| 2013 | 0.015 | 0.019 | 0.167 | 0.093 |
| 2012 | 0.203 | -0.132 | 0.141 | 0.098 |
| 2011 | 0.039 | 0.007 | -0.319 | -0.004 |
| 2010 | 0.072 | -0.088 | 0.093 | 0.062 |
| 2009 | -0.155 | 0.320 | 0.335 | -0.009 |
| 2008 | -0.254 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.077 |
| 5 years | 0.181 |
| 10 years | 0.032 |