Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 27 |
| 1 month | 0.037 | 0 | 15 |
| 3 months | -0.004 | 0 | 40 |
| 1 year | -0.002 | 0 | 60 |
| 3 years | 0.235 | 0 | 50 |
| 5 years | 0.303 | 0 | 66 |
| 10 years | 0.153 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | 0.497 | — |
| 2022 | 0.093 | — |
| 2021 | 0.483 | — |
| 2020 | 0.082 | — |
| 2019 | 0.102 | — |
| 2018 | -0.181 | — |
| 2017 | 0.417 | — |
| 2016 | 0.093 | — |
| 2015 | 0.027 | — |
| 2014 | 0.481 | — |
| 2013 | -0.119 | — |
| 2012 | 0.187 | — |
| 2011 | -0.331 | — |
| 2010 | 0.018 | — |
| 2009 | 0.753 | — |
| 2008 | -0.608 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.096 | 0.168 | 0.037 | -0.090 |
| 2023 | 0.008 | 0.126 | 0.125 | 0.172 |
| 2022 | -0.008 | -0.060 | 0.126 | 0.040 |
| 2021 | 0.134 | 0.135 | 0.122 | 0.027 |
| 2020 | -0.293 | 0.226 | 0.056 | 0.181 |
| 2019 | 0.057 | 0.070 | -0.046 | 0.022 |
| 2018 | -0.121 | -0.050 | -0.059 | 0.043 |
| 2017 | 0.111 | 0.052 | 0.011 | 0.200 |
| 2016 | -0.054 | 0.182 | 0.008 | -0.030 |
| 2015 | 0.077 | -0.041 | -0.044 | 0.040 |
| 2014 | 0.030 | 0.354 | -0.016 | 0.079 |
| 2013 | -0.132 | -0.025 | -0.096 | 0.151 |
| 2012 | 0.106 | -0.026 | 0.083 | 0.017 |
| 2011 | -0.112 | -0.034 | -0.093 | -0.140 |
| 2010 | -0.002 | -0.016 | 0.114 | -0.069 |
| 2009 | -0.044 | 0.572 | 0.140 | 0.024 |
| 2008 | -0.289 | -0.199 | -0.067 | -0.263 |
| 2007 | 0.281 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.235 |
| 5 years | 0.303 |
| 10 years | 0.153 |