Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.183 | 0.087 | 52 |
| 1 month | 0.030 | 0.012 | 30 |
| 3 months | 0.078 | 0.055 | 78 |
| 1 year | 0.152 | 0.418 | 61 |
| 3 years | 0.140 | 0.115 | 19 |
| 5 years | 0.070 | 0.122 | 34 |
| 10 years | 0.091 | 0.044 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.162 | — |
| 2022 | -0.217 | — |
| 2021 | 0.051 | — |
| 2020 | 0.253 | 0.179 |
| 2019 | 0.280 | 0.192 |
| 2018 | -0.120 | -0.161 |
| 2017 | 0.331 | 0.342 |
| 2016 | 0.043 | 0.085 |
| 2015 | -0.056 | -0.138 |
| 2014 | -0.033 | -0.030 |
| 2013 | 0.105 | -0.001 |
| 2012 | 0.202 | 0.181 |
| 2011 | -0.138 | -0.199 |
| 2010 | 0.177 | 0.193 |
| 2009 | — | 0.738 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.137 | — | — |
| 2024 | 0.052 | 0.017 | 0.069 | -0.066 |
| 2023 | 0.067 | 0.050 | -0.047 | 0.090 |
| 2022 | -0.103 | -0.148 | -0.069 | 0.100 |
| 2021 | 0.008 | 0.093 | -0.048 | 0.002 |
| 2020 | -0.221 | 0.246 | 0.082 | 0.194 |
| 2019 | 0.139 | 0.039 | -0.008 | 0.091 |
| 2018 | 0.013 | -0.039 | -0.017 | -0.081 |
| 2017 | 0.107 | 0.061 | 0.073 | 0.056 |
| 2016 | 0.003 | 0.022 | 0.064 | -0.043 |
| 2015 | 0.030 | -0.001 | -0.121 | 0.043 |
| 2014 | 0.006 | 0.050 | -0.051 | -0.035 |
| 2013 | 0.015 | -0.030 | 0.077 | 0.041 |
| 2012 | 0.125 | -0.056 | 0.071 | 0.057 |
| 2011 | 0.010 | 0.010 | -0.193 | 0.047 |
| 2010 | 0.035 | -0.078 | 0.175 | 0.050 |
| 2009 | 0.173 | 0.055 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.152 |
| 3 years | 0.140 |
| 5 years | 0.070 |
| 10 years | 0.091 |