Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 18 |
| 1 month | 0.018 | 0 | 50 |
| 3 months | -0.024 | 0 | 23 |
| 1 year | -0.007 | 0 | 67 |
| 3 years | 0.149 | 0 | 82 |
| 5 years | 0.285 | 0 | 98 |
| 10 years | 0.183 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.241 | — |
| 2023 | 0.253 | — |
| 2022 | 0.081 | — |
| 2021 | 0.476 | — |
| 2020 | 0.336 | — |
| 2019 | 0.061 | — |
| 2018 | -0.196 | — |
| 2017 | 0.787 | — |
| 2016 | 0.013 | — |
| 2015 | 0.206 | — |
| 2014 | 1.107 | — |
| 2013 | 0.078 | — |
| 2012 | 0.319 | — |
| 2011 | -0.243 | — |
| 2010 | 0.190 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.118 | — | — | — |
| 2024 | 0.038 | 0.176 | 0.078 | -0.057 |
| 2023 | -0.047 | 0.131 | 0.093 | 0.063 |
| 2022 | -0.030 | -0.056 | 0.178 | 0.002 |
| 2021 | 0.117 | 0.151 | 0.088 | 0.055 |
| 2020 | -0.236 | 0.188 | 0.205 | 0.222 |
| 2019 | 0.031 | -0.011 | 0.014 | 0.026 |
| 2018 | -0.124 | -0.072 | -0.017 | 0.007 |
| 2017 | 0.164 | 0.080 | 0.118 | 0.270 |
| 2016 | -0.098 | 0.086 | 0.093 | -0.054 |
| 2015 | 0.001 | 0.058 | 0.022 | 0.114 |
| 2014 | 0.111 | 0.311 | 0.207 | 0.198 |
| 2013 | -0.050 | 0.015 | -0.012 | 0.132 |
| 2012 | 0.136 | 0.004 | 0.099 | 0.053 |
| 2011 | -0.061 | -0.026 | -0.109 | -0.072 |
| 2010 | -0.011 | 0.028 | 0.142 | 0.025 |
| 2009 | 0.041 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.149 |
| 5 years | 0.285 |
| 10 years | 0.183 |