Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 81 |
| 1 month | 0.023 | 0 | 64 |
| 3 months | 0.027 | 0 | 34 |
| 1 year | 0.091 | 0 | 15 |
| 3 years | 0.133 | 0 | 16 |
| 5 years | 0.185 | 0 | 21 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.214 | — |
| 2022 | 0.041 | — |
| 2021 | 0.216 | — |
| 2020 | 0.167 | — |
| 2019 | 0.113 | — |
| 2018 | 0.025 | — |
| 2017 | 0.277 | — |
| 2016 | 0.038 | — |
| 2015 | 0.036 | — |
| 2014 | 0.274 | — |
| 2013 | 0.083 | — |
| 2012 | 0.227 | — |
| 2011 | -0.216 | — |
| 2010 | 0.174 | — |
| 2009 | 0.855 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.018 | 0.074 | 0.084 | -0.048 |
| 2023 | -0.023 | 0.095 | 0.040 | 0.091 |
| 2022 | -0.001 | -0.073 | 0.080 | 0.041 |
| 2021 | 0.050 | 0.050 | 0.114 | -0.010 |
| 2020 | -0.222 | 0.160 | 0.084 | 0.193 |
| 2019 | 0.058 | 0.010 | -0.005 | 0.046 |
| 2018 | -0.034 | 0.046 | 0.013 | 0.002 |
| 2017 | 0.111 | 0.036 | 0.041 | 0.065 |
| 2016 | -0.035 | 0.063 | 0.055 | -0.041 |
| 2015 | 0.044 | -0.009 | -0.006 | 0.007 |
| 2014 | 0.056 | 0.116 | 0.045 | 0.035 |
| 2013 | -0.031 | 0.026 | -0.001 | 0.090 |
| 2012 | 0.108 | -0.001 | 0.068 | 0.038 |
| 2011 | -0.054 | -0.037 | -0.092 | -0.053 |
| 2010 | 0.008 | 0.017 | 0.129 | 0.014 |
| 2009 | 0.029 | 0.482 | 0.190 | 0.022 |
| 2008 | -0.181 | -0.028 | -0.236 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.133 |
| 5 years | 0.185 |
| 10 years | 0.121 |