Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.128 | 0 | 22 |
| 1 month | -0.038 | 0 | 60 |
| 3 months | -0.148 | 0 | 14 |
| 1 year | -0.018 | 0 | 81 |
| 3 years | 0.093 | 0 | 39 |
| 5 years | 0.125 | 0 | 39 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.241 | — |
| 2023 | 0.302 | — |
| 2022 | -0.178 | — |
| 2021 | 0.313 | — |
| 2020 | 0.147 | — |
| 2019 | 0.347 | — |
| 2018 | 0.034 | — |
| 2017 | 0.069 | — |
| 2016 | 0.055 | — |
| 2015 | 0.171 | — |
| 2014 | 0.280 | — |
| 2013 | 0.262 | — |
| 2012 | 0.114 | — |
| 2011 | 0.084 | — |
| 2010 | 0.252 | — |
| 2009 | 0.315 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | — | — | — |
| 2024 | 0.136 | 0.045 | -0.024 | 0.071 |
| 2023 | 0.085 | 0.094 | 0.015 | 0.080 |
| 2022 | -0.063 | -0.130 | 0.030 | -0.022 |
| 2021 | 0.056 | 0.089 | 0.021 | 0.119 |
| 2020 | -0.152 | 0.205 | 0.062 | 0.057 |
| 2019 | 0.161 | 0.028 | 0.072 | 0.053 |
| 2018 | -0.019 | 0.078 | 0.099 | -0.110 |
| 2017 | 0.064 | -0.020 | -0.001 | 0.026 |
| 2016 | -0.047 | 0.014 | 0.026 | 0.064 |
| 2015 | 0.150 | -0.027 | -0.049 | 0.099 |
| 2014 | -0.009 | 0.063 | 0.100 | 0.104 |
| 2013 | 0.118 | 0.003 | 0.032 | 0.091 |
| 2012 | 0.105 | 0.021 | 0.039 | -0.049 |
| 2011 | -0.008 | 0.006 | -0.042 | 0.134 |
| 2010 | 0.108 | -0.023 | 0.014 | 0.140 |
| 2009 | 0 | 0.094 | 0.097 | 0.096 |
| 2008 | -0.200 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | 0.076 |
| 5 years | 0.114 |
| 10 years | 0.107 |