Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0.213 | 95 |
| 1 month | 0.095 | -0.020 | 1 |
| 3 months | -0.062 | 0.049 | 95 |
| 1 year | 0.085 | 0.558 | 15 |
| 3 years | 0.101 | 0.111 | 10 |
| 5 years | 0.118 | 0.119 | 77 |
| 10 years | 0.071 | 0.106 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.263 | — |
| 2023 | 0.393 | — |
| 2022 | -0.361 | — |
| 2021 | -0.032 | — |
| 2020 | 0.386 | 0.026 |
| 2019 | 0.339 | 0.252 |
| 2018 | -0.098 | -0.129 |
| 2017 | 0.259 | 0.132 |
| 2016 | -0.003 | 0.181 |
| 2015 | 0.005 | -0.054 |
| 2014 | 0.110 | 0.093 |
| 2013 | 0.680 | 0.351 |
| 2012 | 0.407 | 0.166 |
| 2011 | -0.344 | -0.040 |
| 2010 | 0.174 | 0.219 |
| 2009 | — | 0.354 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | — | — | — |
| 2024 | 0.121 | -0.018 | 0.058 | 0.084 |
| 2023 | 0.102 | 0.137 | -0.058 | 0.180 |
| 2022 | -0.070 | -0.295 | -0.044 | 0.020 |
| 2021 | 0.166 | 0.041 | -0.141 | -0.072 |
| 2020 | -0.390 | 0.475 | 0.134 | 0.358 |
| 2019 | 0.137 | 0.011 | -0.019 | 0.187 |
| 2018 | -0.026 | 0.140 | 0.107 | -0.267 |
| 2017 | 0.071 | 0.120 | -0.004 | 0.054 |
| 2016 | -0.113 | -0.099 | 0.226 | 0.018 |
| 2015 | 0.060 | 0.024 | -0.104 | 0.033 |
| 2014 | 0.042 | 0.039 | -0.043 | 0.071 |
| 2013 | 0.210 | 0.087 | 0.117 | 0.144 |
| 2012 | 0.258 | -0.051 | 0.053 | 0.120 |
| 2011 | -0.024 | -0.063 | -0.338 | 0.083 |
| 2010 | 0.144 | -0.189 | 0.134 | 0.117 |
| 2009 | 0.463 | 0.365 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.080 |
| 5 years | 0.105 |
| 10 years | 0.064 |