Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.147 | 0 | 91 |
| 1 month | 0.122 | 0 | 9 |
| 3 months | -0.147 | 0 | 91 |
| 1 year | 0.158 | 0 | 3 |
| 3 years | 0.243 | 0 | 38 |
| 5 years | 0.337 | 0 | 52 |
| 10 years | 0.135 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.478 | — |
| 2023 | 0.444 | — |
| 2022 | 0.079 | — |
| 2021 | 0.466 | — |
| 2020 | -0.001 | — |
| 2019 | 0.133 | — |
| 2018 | -0.146 | — |
| 2017 | 0.422 | — |
| 2016 | -0.022 | — |
| 2015 | -0.062 | — |
| 2014 | 0.496 | — |
| 2013 | -0.036 | — |
| 2012 | 0.266 | — |
| 2011 | -0.351 | — |
| 2010 | 0.083 | — |
| 2009 | 0.629 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.147 | — | — | — |
| 2024 | 0.088 | 0.316 | 0.049 | -0.016 |
| 2023 | -0.028 | 0.148 | 0.122 | 0.153 |
| 2022 | 0.022 | -0.074 | 0.125 | 0.014 |
| 2021 | 0.140 | 0.093 | 0.135 | 0.037 |
| 2020 | -0.326 | 0.154 | 0.046 | 0.227 |
| 2019 | 0.069 | 0.036 | -0.040 | 0.065 |
| 2018 | -0.086 | -0.074 | -0.033 | 0.043 |
| 2017 | 0.159 | 0.052 | 0.012 | 0.152 |
| 2016 | -0.064 | 0.090 | 0.028 | -0.068 |
| 2015 | 0.026 | -0.007 | -0.085 | 0.007 |
| 2014 | 0.104 | 0.235 | 0.011 | 0.085 |
| 2013 | -0.077 | -0.006 | -0.085 | 0.150 |
| 2012 | 0.162 | -0.022 | 0.073 | 0.038 |
| 2011 | -0.089 | -0.034 | -0.134 | -0.149 |
| 2010 | 0.003 | 0.002 | 0.107 | -0.027 |
| 2009 | -0.019 | 0.475 | 0.129 | -0.003 |
| 2008 | -0.183 | -0.019 | -0.225 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.158 |
| 3 years | 0.243 |
| 5 years | 0.337 |
| 10 years | 0.135 |