Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 41 |
| 1 month | 0.036 | 0 | 11 |
| 3 months | 0.032 | 0 | 22 |
| 1 year | 0.082 | 0 | 28 |
| 3 years | 0.126 | 0 | 36 |
| 5 years | 0.170 | 0 | 45 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.189 | — |
| 2022 | 0.030 | — |
| 2021 | 0.187 | — |
| 2020 | 0.101 | — |
| 2019 | 0.090 | — |
| 2018 | -0.046 | — |
| 2017 | 0.303 | — |
| 2016 | 0.067 | — |
| 2015 | -0.011 | — |
| 2014 | 0.298 | — |
| 2013 | 0.060 | — |
| 2012 | 0.244 | — |
| 2011 | -0.219 | — |
| 2010 | 0.155 | — |
| 2009 | 0.769 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.034 | 0.083 | 0.068 | -0.063 |
| 2023 | -0.033 | 0.092 | 0.033 | 0.091 |
| 2022 | -0.003 | -0.082 | 0.076 | 0.045 |
| 2021 | 0.035 | 0.059 | 0.090 | -0.007 |
| 2020 | -0.252 | 0.139 | 0.080 | 0.196 |
| 2019 | 0.057 | 0.010 | -0.021 | 0.044 |
| 2018 | -0.048 | 0.032 | -0.040 | 0.011 |
| 2017 | 0.124 | 0.032 | 0.035 | 0.086 |
| 2016 | -0.025 | 0.075 | 0.073 | -0.051 |
| 2015 | 0.044 | -0.022 | -0.033 | 0.002 |
| 2014 | 0.058 | 0.117 | 0.036 | 0.059 |
| 2013 | -0.027 | 0.030 | -0.020 | 0.079 |
| 2012 | 0.120 | 0.009 | 0.068 | 0.031 |
| 2011 | -0.060 | -0.014 | -0.092 | -0.072 |
| 2010 | 0.019 | 0.024 | 0.102 | 0.004 |
| 2009 | 0.015 | 0.467 | 0.146 | 0.037 |
| 2008 | -0.063 | -0.185 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.126 |
| 5 years | 0.170 |
| 10 years | 0.099 |