Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | — |
| 1 month | -0.013 | 0 | — |
| 3 months | 0.016 | 0 | — |
| 1 year | 0.059 | 0 | — |
| 3 years | 0.147 | 0 | — |
| 5 years | 0.110 | 0 | — |
| 10 years | 0.094 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.178 | — |
| 2023 | 0.232 | — |
| 2022 | -0.153 | — |
| 2021 | 0.232 | — |
| 2020 | 0.168 | — |
| 2019 | 0.235 | — |
| 2018 | -0.153 | — |
| 2017 | 0.155 | — |
| 2016 | 0.086 | — |
| 2015 | 0.016 | — |
| 2014 | 0.093 | — |
| 2013 | 0.245 | — |
| 2012 | 0.140 | — |
| 2011 | -0.160 | — |
| 2010 | 0.124 | — |
| 2009 | 0.575 | — |
| 2008 | -0.461 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | 0.079 | 0.048 | — |
| 2024 | 0.121 | 0.043 | 0.005 | 0.002 |
| 2023 | 0.080 | 0.052 | -0.021 | 0.107 |
| 2022 | -0.012 | -0.185 | -0.019 | 0.074 |
| 2021 | 0.093 | 0.062 | 0.011 | 0.049 |
| 2020 | -0.201 | 0.176 | 0.074 | 0.157 |
| 2019 | 0.115 | 0.034 | -0.009 | 0.082 |
| 2018 | -0.051 | 0.027 | 0.018 | -0.146 |
| 2017 | 0.056 | 0.004 | 0.031 | 0.057 |
| 2016 | -0.057 | -0.013 | 0.088 | 0.074 |
| 2015 | 0.073 | -0.009 | -0.113 | 0.077 |
| 2014 | 0.003 | 0.059 | -0.010 | 0.040 |
| 2013 | 0.079 | -0.005 | 0.083 | 0.071 |
| 2012 | 0.132 | -0.064 | 0.054 | 0.021 |
| 2011 | 0.009 | -0.003 | -0.209 | 0.056 |
| 2010 | 0.064 | -0.108 | 0.112 | 0.065 |
| 2009 | -0.012 | 0.267 | 0.154 | 0.090 |
| 2008 | -0.166 | -0.004 | -0.156 | -0.231 |
| 2007 | -0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.126 |
| 5 years | 0.098 |
| 10 years | 0.087 |
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