Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 25 |
| 1 month | 0.036 | 0 | 10 |
| 3 months | 0.012 | 0 | 53 |
| 1 year | 0.106 | 0 | 23 |
| 3 years | 0.212 | 0 | 20 |
| 5 years | 0.283 | 0 | 13 |
| 10 years | 0.134 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.272 | — |
| 2023 | 0.344 | — |
| 2022 | 0.046 | — |
| 2021 | 0.408 | — |
| 2020 | 0.128 | — |
| 2019 | 0.015 | — |
| 2018 | -0.079 | — |
| 2017 | 0.352 | — |
| 2016 | 0.034 | — |
| 2015 | 0.005 | — |
| 2014 | 0.417 | — |
| 2013 | 0.063 | — |
| 2012 | 0.226 | — |
| 2011 | -0.162 | — |
| 2010 | 0.129 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.065 | — | — | — |
| 2024 | 0.060 | 0.154 | 0.107 | -0.060 |
| 2023 | -0.035 | 0.150 | 0.084 | 0.116 |
| 2022 | -0.019 | -0.074 | 0.108 | 0.039 |
| 2021 | 0.135 | 0.143 | 0.103 | -0.017 |
| 2020 | -0.317 | 0.238 | 0.100 | 0.213 |
| 2019 | 0.033 | -0.008 | -0.052 | 0.045 |
| 2018 | -0.068 | -0.010 | -0.021 | 0.019 |
| 2017 | 0.142 | 0.048 | 0.026 | 0.101 |
| 2016 | -0.029 | 0.082 | 0.055 | -0.067 |
| 2015 | 0.070 | -0.033 | -0.014 | -0.016 |
| 2014 | 0.062 | 0.149 | 0.083 | 0.072 |
| 2013 | -0.059 | 0.034 | -0.006 | 0.099 |
| 2012 | 0.108 | -0.019 | 0.102 | 0.024 |
| 2011 | -0.040 | -0.019 | -0.069 | -0.044 |
| 2010 | -0.009 | 0.006 | 0.127 | 0.005 |
| 2009 | 0.164 | 0.041 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.212 |
| 5 years | 0.283 |
| 10 years | 0.134 |