Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.391 | 0 | 30 |
| 1 month | -0.010 | 0 | 66 |
| 3 months | 0.094 | 0 | 34 |
| 1 year | 0.470 | 0 | 46 |
| 3 years | 0.205 | 0 | 50 |
| 5 years | 0.083 | 0 | 46 |
| 10 years | 0.113 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.219 | — |
| 2023 | -0.007 | — |
| 2022 | -0.059 | — |
| 2021 | -0.033 | — |
| 2020 | 0.162 | — |
| 2019 | 0.439 | — |
| 2018 | -0.038 | — |
| 2017 | -0.078 | — |
| 2016 | 0.598 | — |
| 2015 | -0.204 | — |
| 2014 | -0.039 | — |
| 2013 | -0.522 | — |
| 2012 | -0.138 | — |
| 2011 | -0.219 | — |
| 2010 | 0.498 | — |
| 2009 | 0.477 | — |
| 2008 | -0.315 | — |
| 2007 | 0.096 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.271 | 0.094 | — | — |
| 2024 | 0.042 | 0.107 | 0.124 | -0.060 |
| 2023 | 0.069 | -0.091 | -0.061 | 0.088 |
| 2022 | 0.179 | -0.231 | -0.069 | 0.115 |
| 2021 | -0.036 | 0.020 | -0.104 | 0.099 |
| 2020 | -0.185 | 0.467 | 0.060 | -0.083 |
| 2019 | 0.120 | 0.087 | 0.112 | 0.064 |
| 2018 | -0.096 | 0.089 | -0.151 | 0.151 |
| 2017 | 0.012 | -0.078 | -0.018 | 0.006 |
| 2016 | 0.400 | 0.352 | -0.033 | -0.127 |
| 2015 | 0.076 | -0.078 | -0.230 | 0.042 |
| 2014 | 0.109 | 0.073 | -0.095 | -0.108 |
| 2013 | -0.135 | -0.399 | 0.099 | -0.163 |
| 2012 | -0.066 | -0.084 | 0.184 | -0.149 |
| 2011 | -0.091 | -0.118 | -0.011 | -0.015 |
| 2010 | 0.046 | 0.236 | 0.039 | 0.115 |
| 2009 | 0.207 | 0.029 | 0.095 | 0.086 |
| 2008 | 0.001 | 0.004 | -0.251 | -0.090 |
| 2007 | -0.005 | -0.013 | 0.100 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.426 |
| 3 years | 0.193 |
| 5 years | 0.076 |
| 10 years | 0.109 |