Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 25 |
| 1 month | 0.008 | 0 | 77 |
| 3 months | -0.037 | 0 | 23 |
| 1 year | 0.117 | 0 | 18 |
| 3 years | 0.095 | 0 | 28 |
| 5 years | 0.124 | 0 | 13 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.230 | — |
| 2022 | -0.265 | — |
| 2021 | 0.136 | — |
| 2020 | 0.318 | — |
| 2019 | 0.353 | — |
| 2018 | -0.080 | — |
| 2017 | 0.288 | — |
| 2016 | -0.001 | — |
| 2015 | 0.052 | — |
| 2014 | 0.031 | — |
| 2013 | 0.359 | — |
| 2012 | 0.257 | — |
| 2011 | -0.188 | — |
| 2010 | 0.170 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.108 | 0.012 | 0.051 | 0.008 |
| 2023 | 0.074 | 0.063 | -0.033 | 0.114 |
| 2022 | -0.092 | -0.209 | -0.050 | 0.076 |
| 2021 | 0.046 | 0.073 | -0.021 | 0.034 |
| 2020 | -0.205 | 0.279 | 0.122 | 0.156 |
| 2019 | 0.182 | 0.062 | -0.019 | 0.098 |
| 2018 | 0.020 | 0.020 | 0.025 | -0.137 |
| 2017 | 0.100 | 0.053 | 0.053 | 0.056 |
| 2016 | -0.047 | 0.006 | 0.058 | -0.015 |
| 2015 | 0.058 | 0.012 | -0.093 | 0.084 |
| 2014 | -0.012 | 0.048 | -0.017 | 0.012 |
| 2013 | 0.109 | 0.014 | 0.100 | 0.099 |
| 2012 | 0.198 | -0.059 | 0.058 | 0.054 |
| 2011 | 0.029 | -0.037 | -0.196 | 0.020 |
| 2010 | 0.036 | -0.132 | 0.142 | 0.140 |
| 2009 | 0.221 | 0.092 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.117 |
| 3 years | 0.095 |
| 5 years | 0.124 |
| 10 years | 0.097 |