Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 20 |
| 1 month | 0.001 | 0 | 46 |
| 3 months | 0.021 | 0 | 13 |
| 1 year | 0.127 | 0 | 22 |
| 3 years | 0.028 | 0 | 32 |
| 5 years | 0.131 | 0 | 27 |
| 10 years | 0.104 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.105 | — |
| 2022 | -0.218 | — |
| 2021 | 0.281 | — |
| 2020 | 0.289 | — |
| 2019 | 0.367 | — |
| 2018 | -0.112 | — |
| 2017 | 0.141 | — |
| 2016 | 0.146 | — |
| 2015 | 0.269 | — |
| 2014 | 0.058 | — |
| 2013 | 0.227 | — |
| 2012 | 0.146 | — |
| 2011 | -0.119 | — |
| 2010 | 0.321 | — |
| 2009 | 0.660 | — |
| 2008 | -0.439 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | -0.003 | 0.092 | 0.025 | -0.048 |
| 2023 | 0.034 | -0.021 | -0.064 | 0.166 |
| 2022 | -0.099 | -0.141 | -0.098 | 0.122 |
| 2021 | 0.043 | 0.069 | 0.045 | 0.100 |
| 2020 | -0.255 | 0.282 | 0.151 | 0.173 |
| 2019 | 0.118 | 0.047 | -0.007 | 0.177 |
| 2018 | -0.031 | 0.034 | 0.026 | -0.136 |
| 2017 | 0.076 | 0.046 | 0.011 | 0.003 |
| 2016 | -0.028 | 0.004 | 0.126 | 0.042 |
| 2015 | 0.176 | -0.014 | -0.051 | 0.153 |
| 2014 | 0.058 | 0.040 | -0.062 | 0.025 |
| 2013 | 0.102 | -0.034 | 0.126 | 0.024 |
| 2012 | 0.135 | -0.045 | 0.059 | -0.002 |
| 2011 | 0.045 | -0.048 | -0.206 | 0.115 |
| 2010 | 0.129 | -0.093 | 0.133 | 0.138 |
| 2009 | 0.004 | 0.267 | 0.209 | 0.080 |
| 2008 | -0.089 | -0.001 | -0.172 | -0.256 |
| 2007 | 0.064 | -0.045 | -0.099 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.011 |
| 5 years | 0.120 |
| 10 years | 0.099 |