Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.157 | 0 | 10 |
| 1 month | 0.023 | 0 | 16 |
| 3 months | 0.075 | 0 | 9 |
| 1 year | 0.214 | 0 | 27 |
| 3 years | 0.135 | 0 | 27 |
| 5 years | 0.142 | 0 | 14 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.142 | — |
| 2022 | -0.183 | — |
| 2021 | 0.263 | — |
| 2020 | -0.017 | — |
| 2019 | 0.241 | — |
| 2018 | -0.241 | — |
| 2017 | 0.217 | — |
| 2016 | 0.026 | — |
| 2015 | 0.199 | — |
| 2014 | 0.007 | — |
| 2013 | 0.305 | — |
| 2012 | 0.301 | — |
| 2011 | -0.161 | — |
| 2010 | 0.229 | — |
| 2009 | 0.265 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.131 | — | — | — |
| 2024 | 0.112 | -0.015 | 0.026 | 0.019 |
| 2023 | 0.105 | 0.011 | -0.047 | 0.072 |
| 2022 | -0.121 | -0.135 | -0.062 | 0.146 |
| 2021 | 0.108 | 0.044 | 0.023 | 0.067 |
| 2020 | -0.301 | 0.200 | 0.022 | 0.146 |
| 2019 | 0.130 | 0.056 | -0.032 | 0.074 |
| 2018 | -0.055 | 0.005 | -0.013 | -0.190 |
| 2017 | 0.097 | 0.031 | 0.056 | 0.019 |
| 2016 | -0.061 | -0.067 | 0.093 | 0.072 |
| 2015 | 0.220 | -0.037 | -0.076 | 0.105 |
| 2014 | 0.021 | 0.012 | -0.058 | 0.035 |
| 2013 | 0.065 | 0.012 | 0.084 | 0.117 |
| 2012 | 0.172 | -0.080 | 0.128 | 0.069 |
| 2011 | 0.020 | 0.042 | -0.261 | 0.068 |
| 2010 | 0.034 | -0.019 | 0.068 | 0.135 |
| 2009 | -0.150 | 0.236 | 0.144 | 0.052 |
| 2008 | -0.002 | -0.153 | -0.154 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.153 |
| 3 years | 0.115 |
| 5 years | 0.131 |
| 10 years | 0.057 |