Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0 | 5 |
| 1 month | -0.033 | 0 | 80 |
| 3 months | 0.082 | 0 | 5 |
| 1 year | 0.213 | 0 | 1 |
| 3 years | 0.041 | 0 | 5 |
| 5 years | 0.045 | 0 | 1 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | -0.053 | — |
| 2022 | -0.177 | — |
| 2021 | -0.048 | — |
| 2020 | 0.266 | — |
| 2019 | 0.128 | — |
| 2018 | -0.120 | — |
| 2017 | 0.273 | — |
| 2016 | -0.021 | — |
| 2015 | -0.077 | — |
| 2014 | 0.086 | — |
| 2013 | 0.020 | — |
| 2012 | 0.147 | — |
| 2011 | -0.097 | — |
| 2010 | 0.032 | — |
| 2009 | 0.131 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.125 | — | — | — |
| 2024 | 0.023 | 0.084 | 0.112 | -0.031 |
| 2023 | 0.044 | -0.046 | -0.013 | -0.037 |
| 2022 | -0.071 | 0.007 | -0.170 | 0.059 |
| 2021 | 0.030 | 0.030 | -0.065 | -0.041 |
| 2020 | -0.091 | 0.173 | 0.054 | 0.126 |
| 2019 | 0.103 | -0.035 | -0.025 | 0.088 |
| 2018 | 0.025 | -0.031 | -0.017 | -0.099 |
| 2017 | 0.068 | 0.042 | 0.073 | 0.066 |
| 2016 | -0.039 | -0.007 | 0.066 | -0.038 |
| 2015 | 0.017 | 0.058 | -0.158 | 0.020 |
| 2014 | -0.044 | 0.023 | 0.010 | 0.099 |
| 2013 | -0.032 | -0.018 | 0.041 | 0.030 |
| 2012 | 0.048 | -0.019 | 0.038 | 0.075 |
| 2011 | 0.017 | -0.025 | -0.122 | 0.037 |
| 2010 | 0.006 | -0.016 | 0.049 | -0.007 |
| 2009 | 0.020 | 0.079 | 0.001 | 0.027 |
| 2008 | 0.017 | -0.015 | -0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.152 |
| 3 years | 0.023 |
| 5 years | 0.034 |
| 10 years | 0.018 |