Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 42 |
| 1 month | 0.033 | 0 | 30 |
| 3 months | 0.015 | 0 | 35 |
| 1 year | 0.038 | 0 | 51 |
| 3 years | 0.161 | 0 | 78 |
| 5 years | 0.324 | 0 | 4 |
| 10 years | 0.144 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.175 | — |
| 2023 | 0.323 | — |
| 2022 | 0.030 | — |
| 2021 | 0.641 | — |
| 2020 | 0.128 | — |
| 2019 | -0.062 | — |
| 2018 | -0.130 | — |
| 2017 | 0.615 | — |
| 2016 | 0.010 | — |
| 2015 | -0.011 | — |
| 2014 | 0.557 | — |
| 2013 | 0.049 | — |
| 2012 | 0.450 | — |
| 2011 | -0.224 | — |
| 2010 | 0.269 | — |
| 2009 | 1.052 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.065 | 0.112 | 0.074 | -0.077 |
| 2023 | -0.019 | 0.137 | 0.077 | 0.101 |
| 2022 | -0.020 | -0.095 | 0.126 | 0.032 |
| 2021 | 0.180 | 0.171 | 0.106 | 0.074 |
| 2020 | -0.384 | 0.263 | 0.180 | 0.229 |
| 2019 | 0.027 | -0.029 | -0.092 | 0.037 |
| 2018 | -0.067 | -0.020 | -0.073 | 0.026 |
| 2017 | 0.226 | 0.088 | 0.075 | 0.127 |
| 2016 | -0.098 | 0.114 | 0.081 | -0.070 |
| 2015 | 0.014 | -0.014 | -0.047 | 0.038 |
| 2014 | 0.012 | 0.242 | 0.110 | 0.116 |
| 2013 | -0.089 | -0.018 | 0.006 | 0.167 |
| 2012 | 0.214 | 0.020 | 0.095 | 0.070 |
| 2011 | -0.075 | 0.032 | -0.042 | -0.152 |
| 2010 | 0.072 | 0.074 | 0.127 | -0.022 |
| 2009 | 0.003 | 0.509 | 0.220 | 0.110 |
| 2008 | -0.079 | -0.081 | -0.101 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.161 |
| 5 years | 0.324 |
| 10 years | 0.144 |