Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 77 |
| 1 month | 0.008 | 0 | 70 |
| 3 months | -0.106 | 0 | 61 |
| 1 year | 0.078 | 0 | 59 |
| 3 years | 0.110 | 0 | 49 |
| 5 years | 0.129 | 0 | 45 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.277 | — |
| 2023 | 0.381 | — |
| 2022 | -0.309 | — |
| 2021 | 0.212 | — |
| 2020 | 0.343 | — |
| 2019 | 0.367 | — |
| 2018 | -0.043 | — |
| 2017 | 0.245 | — |
| 2016 | 0.024 | — |
| 2015 | 0.061 | — |
| 2014 | 0.136 | — |
| 2013 | 0.331 | — |
| 2012 | 0.132 | — |
| 2011 | -0.063 | — |
| 2010 | 0.141 | — |
| 2009 | 0.317 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | — | — | — |
| 2024 | 0.120 | 0.059 | 0.021 | 0.054 |
| 2023 | 0.116 | 0.109 | -0.028 | 0.148 |
| 2022 | -0.090 | -0.218 | -0.057 | 0.030 |
| 2021 | -0.009 | 0.122 | 0.011 | 0.079 |
| 2020 | -0.123 | 0.239 | 0.110 | 0.113 |
| 2019 | 0.170 | 0.056 | 0.008 | 0.096 |
| 2018 | -0.013 | 0.073 | 0.091 | -0.171 |
| 2017 | 0.070 | 0.045 | 0.038 | 0.072 |
| 2016 | -0.046 | -0.010 | 0.060 | 0.023 |
| 2015 | 0.043 | -0.007 | -0.087 | 0.122 |
| 2014 | -0.011 | 0.059 | 0.024 | 0.059 |
| 2013 | 0.091 | 0.019 | 0.085 | 0.104 |
| 2012 | 0.153 | -0.077 | 0.107 | -0.039 |
| 2011 | 0.034 | -0.024 | -0.136 | 0.074 |
| 2010 | 0.044 | -0.121 | 0.109 | 0.121 |
| 2009 | -0.038 | 0.158 | 0.092 | 0.082 |
| 2008 | -0.160 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.091 |
| 5 years | 0.118 |
| 10 years | 0.113 |