Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 4 |
| 1 month | -0.047 | 0 | 25 |
| 3 months | -0.077 | 0 | 6 |
| 1 year | 0.086 | 0 | 31 |
| 3 years | 0.102 | 0 | 57 |
| 5 years | 0.100 | 0 | 69 |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.204 | — |
| 2023 | 0.131 | — |
| 2022 | -0.122 | — |
| 2021 | 0.218 | — |
| 2020 | 0.130 | — |
| 2019 | 0.240 | — |
| 2018 | 0.091 | — |
| 2017 | 0.123 | — |
| 2016 | 0.049 | — |
| 2015 | 0.185 | — |
| 2014 | 0.197 | — |
| 2013 | 0.408 | — |
| 2012 | 0.117 | — |
| 2011 | 0.032 | — |
| 2010 | 0.049 | — |
| 2009 | 0.003 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | 0.103 | -0.008 | 0.054 | 0.045 |
| 2023 | 0.032 | 0.038 | -0.003 | 0.060 |
| 2022 | -0.088 | -0.105 | -0.002 | 0.078 |
| 2021 | 0.010 | 0.053 | 0.040 | 0.101 |
| 2020 | -0.092 | 0.119 | 0.056 | 0.053 |
| 2019 | 0.110 | 0.033 | 0.044 | 0.036 |
| 2018 | 0.043 | 0.044 | 0.044 | -0.041 |
| 2017 | 0.046 | 0.022 | -0.013 | 0.064 |
| 2016 | -0.043 | 0.025 | 0.043 | 0.026 |
| 2015 | 0.116 | -0.030 | -0.004 | 0.099 |
| 2014 | 0.038 | -0.001 | 0.031 | 0.119 |
| 2013 | 0.129 | 0.063 | 0.035 | 0.134 |
| 2012 | 0.087 | -0.030 | 0.034 | 0.025 |
| 2011 | 0.007 | -0.002 | -0.083 | 0.120 |
| 2010 | 0.002 | -0.075 | 0.055 | 0.071 |
| 2009 | -0.082 | 0.031 | 0.041 | 0.019 |
| 2008 | -0.094 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.102 |
| 5 years | 0.100 |
| 10 years | 0.110 |