Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 57 |
| 1 month | -0.011 | 0 | 82 |
| 3 months | -0.027 | 0 | 82 |
| 1 year | 0.078 | 0 | 36 |
| 3 years | 0.123 | 0 | 14 |
| 5 years | 0.140 | 0 | 18 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.210 | — |
| 2022 | -0.111 | — |
| 2021 | 0.239 | — |
| 2020 | -0.036 | — |
| 2019 | 0.271 | — |
| 2018 | -0.144 | — |
| 2017 | 0.106 | — |
| 2016 | -0.022 | — |
| 2015 | 0.061 | — |
| 2014 | 0.006 | — |
| 2013 | 0.180 | — |
| 2012 | 0.195 | — |
| 2011 | -0.249 | — |
| 2010 | -0.011 | — |
| 2009 | 0.283 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.069 | — | — | — |
| 2024 | 0.117 | -0.018 | 0.034 | -0.019 |
| 2023 | 0.130 | 0.036 | -0.037 | 0.075 |
| 2022 | -0.085 | -0.105 | -0.037 | 0.128 |
| 2021 | 0.099 | 0.046 | 0.003 | 0.074 |
| 2020 | -0.248 | 0.163 | -0.009 | 0.112 |
| 2019 | 0.121 | 0.060 | 0.025 | 0.045 |
| 2018 | -0.046 | 0.038 | -0.003 | -0.133 |
| 2017 | 0.066 | 0.009 | 0.049 | -0.019 |
| 2016 | -0.065 | -0.054 | 0.025 | 0.079 |
| 2015 | 0.190 | -0.037 | -0.103 | 0.033 |
| 2014 | 0.048 | -0.006 | -0.017 | -0.017 |
| 2013 | -0.001 | -0.006 | 0.125 | 0.057 |
| 2012 | 0.116 | -0.093 | 0.084 | 0.089 |
| 2011 | 0.061 | 0.001 | -0.310 | 0.024 |
| 2010 | -0.007 | -0.106 | 0.084 | 0.028 |
| 2009 | -0.097 | 0.214 | 0.155 | 0.014 |
| 2008 | -0.233 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.112 |
| 5 years | 0.133 |
| 10 years | 0.045 |