Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 1 |
| 1 month | 0.035 | 0 | 24 |
| 3 months | 0.034 | 0 | 9 |
| 1 year | 0.075 | 0 | 17 |
| 3 years | 0.139 | 0 | 39 |
| 5 years | 0.212 | 0 | 26 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.209 | — |
| 2022 | 0.067 | — |
| 2021 | 0.283 | — |
| 2020 | 0.128 | — |
| 2019 | 0.110 | — |
| 2018 | 0.028 | — |
| 2017 | 0.290 | — |
| 2016 | 0.032 | — |
| 2015 | -0.031 | — |
| 2014 | 0.302 | — |
| 2013 | 0.063 | — |
| 2012 | 0.286 | — |
| 2011 | -0.242 | — |
| 2010 | 0.184 | — |
| 2009 | 0.748 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.035 | 0.077 | 0.074 | -0.085 |
| 2023 | -0.033 | 0.104 | 0.029 | 0.100 |
| 2022 | 0.004 | -0.090 | 0.101 | 0.060 |
| 2021 | 0.066 | 0.081 | 0.117 | -0.003 |
| 2020 | -0.299 | 0.190 | 0.073 | 0.259 |
| 2019 | 0.077 | 0.006 | -0.022 | 0.048 |
| 2018 | -0.040 | 0.059 | 0.022 | -0.011 |
| 2017 | 0.120 | 0.039 | 0.030 | 0.075 |
| 2016 | -0.021 | 0.071 | 0.035 | -0.050 |
| 2015 | 0.030 | -0.014 | -0.046 | 0.000 |
| 2014 | 0.057 | 0.136 | 0.055 | 0.027 |
| 2013 | -0.041 | 0.034 | -0.021 | 0.095 |
| 2012 | 0.145 | 0.002 | 0.083 | 0.035 |
| 2011 | -0.050 | -0.030 | -0.120 | -0.066 |
| 2010 | 0.007 | 0.017 | 0.139 | 0.016 |
| 2009 | 0.019 | 0.411 | 0.187 | 0.024 |
| 2008 | -0.148 | -0.024 | -0.237 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.139 |
| 5 years | 0.212 |
| 10 years | 0.121 |