Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.255 | 0 | — |
| 1 month | 0.033 | 0 | — |
| 3 months | 0.168 | 0 | — |
| 1 year | 0.382 | 0 | — |
| 3 years | 0.035 | 0 | — |
| 5 years | 0.130 | 0 | — |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | -0.007 | — |
| 2022 | -0.123 | — |
| 2021 | 0.009 | — |
| 2020 | 0.599 | — |
| 2019 | 0.233 | — |
| 2018 | -0.153 | — |
| 2017 | -0.088 | — |
| 2016 | 0.474 | — |
| 2015 | -0.153 | — |
| 2014 | — | — |
| 2013 | — | — |
| 2012 | -0.152 | — |
| 2011 | -0.289 | — |
| 2010 | 0.555 | — |
| 2009 | 0.775 | — |
| 2008 | -0.476 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.215 | — | — | — |
| 2024 | -0.068 | 0.067 | 0.171 | -0.058 |
| 2023 | 0.086 | 0.047 | -0.134 | 0.009 |
| 2022 | 0.126 | -0.277 | -0.050 | 0.134 |
| 2021 | -0.160 | 0.169 | -0.114 | 0.160 |
| 2020 | -0.255 | 0.956 | 0.147 | -0.043 |
| 2019 | 0.022 | 0.074 | 0.019 | 0.102 |
| 2018 | -0.051 | 0.022 | -0.149 | 0.027 |
| 2017 | -0.034 | -0.049 | 0.008 | -0.015 |
| 2016 | 0.306 | 0.395 | 0.052 | -0.231 |
| 2015 | 0.101 | 0.032 | -0.174 | -0.097 |
| 2014 | 0.082 | -0.181 | -0.224 | — |
| 2013 | -0.209 | -0.480 | 0.198 | — |
| 2012 | -0.007 | -0.196 | 0.203 | -0.118 |
| 2011 | -0.082 | -0.107 | 0.010 | -0.141 |
| 2010 | 0.037 | 0.160 | 0.148 | 0.126 |
| 2009 | 0.342 | 0.022 | 0.112 | 0.164 |
| 2008 | -0.092 | -0.027 | -0.310 | -0.140 |
| 2007 | -0.006 | -0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.382 |
| 3 years | 0.035 |
| 5 years | 0.130 |
| 10 years | 0.076 |