Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0.108 | 100 |
| 1 month | -0.006 | 0.044 | 88 |
| 3 months | -0.029 | 0.070 | 99 |
| 1 year | -0.081 | 0.482 | 99 |
| 3 years | 0.053 | 0.213 | 97 |
| 5 years | 0.044 | 0.202 | 83 |
| 10 years | 0.097 | 0.141 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.150 | — |
| 2022 | -0.224 | — |
| 2021 | 0.202 | — |
| 2020 | 0.331 | 0.393 |
| 2019 | 0.405 | 0.325 |
| 2018 | -0.027 | -0.067 |
| 2017 | 0.274 | 0.239 |
| 2016 | 0.063 | 0.060 |
| 2015 | -0.041 | -0.009 |
| 2014 | 0.047 | 0.070 |
| 2013 | 0.387 | 0.349 |
| 2012 | 0.167 | 0.141 |
| 2011 | 0.015 | -0.040 |
| 2010 | 0.243 | 0.246 |
| 2009 | — | 0.391 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | 0.009 | — | — |
| 2024 | 0.055 | -0.082 | 0.111 | -0.024 |
| 2023 | 0.079 | 0.027 | -0.037 | 0.077 |
| 2022 | -0.133 | -0.187 | -0.016 | 0.119 |
| 2021 | 0.009 | 0.078 | 0.036 | 0.066 |
| 2020 | -0.223 | 0.275 | 0.109 | 0.211 |
| 2019 | 0.217 | 0.070 | -0.007 | 0.087 |
| 2018 | 0.025 | 0.080 | 0.079 | -0.185 |
| 2017 | 0.104 | 0.061 | 0.032 | 0.054 |
| 2016 | 0.003 | 0.034 | 0.026 | -0.001 |
| 2015 | 0.048 | -0.011 | -0.087 | 0.014 |
| 2014 | 0.003 | 0.006 | -0.033 | 0.073 |
| 2013 | 0.134 | 0.018 | 0.111 | 0.080 |
| 2012 | 0.091 | -0.012 | 0.061 | 0.021 |
| 2011 | 0.095 | 0.006 | -0.179 | 0.124 |
| 2010 | 0.067 | -0.068 | 0.083 | 0.155 |
| 2009 | 0.134 | 0.060 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.081 |
| 3 years | 0.053 |
| 5 years | 0.044 |
| 10 years | 0.097 |