Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 95 |
| 1 month | 0.027 | 0 | 85 |
| 3 months | 0.014 | 0 | 90 |
| 1 year | 0.012 | 0 | 95 |
| 3 years | 0.111 | 0 | 100 |
| 5 years | 0.183 | 0 | 91 |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.204 | — |
| 2022 | 0.032 | — |
| 2021 | 0.246 | — |
| 2020 | 0.179 | — |
| 2019 | 0.060 | — |
| 2018 | -0.004 | — |
| 2017 | 0.308 | — |
| 2016 | 0.015 | — |
| 2015 | 0.035 | — |
| 2014 | 0.382 | — |
| 2013 | 0.062 | — |
| 2012 | 0.301 | — |
| 2011 | -0.236 | — |
| 2010 | 0.187 | — |
| 2009 | 0.718 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.039 | 0.083 | 0.070 | -0.081 |
| 2023 | -0.039 | 0.097 | 0.032 | 0.107 |
| 2022 | 0.002 | -0.103 | 0.094 | 0.049 |
| 2021 | 0.054 | 0.077 | 0.112 | -0.014 |
| 2020 | -0.256 | 0.192 | 0.082 | 0.228 |
| 2019 | 0.060 | -0.001 | -0.012 | 0.013 |
| 2018 | -0.045 | 0.042 | 0.008 | -0.007 |
| 2017 | 0.121 | 0.029 | 0.027 | 0.104 |
| 2016 | -0.044 | 0.089 | 0.055 | -0.077 |
| 2015 | 0.039 | 0.001 | -0.015 | 0.010 |
| 2014 | 0.079 | 0.158 | 0.066 | 0.037 |
| 2013 | -0.060 | 0.014 | -0.025 | 0.142 |
| 2012 | 0.142 | 0.000 | 0.090 | 0.045 |
| 2011 | -0.048 | -0.021 | -0.112 | -0.077 |
| 2010 | 0.015 | 0.025 | 0.127 | 0.011 |
| 2009 | 0.018 | 0.380 | 0.177 | 0.039 |
| 2008 | -0.002 | -0.222 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.111 |
| 5 years | 0.183 |
| 10 years | 0.110 |