Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 31 |
| 1 month | -0.025 | 0 | 98 |
| 3 months | 0.064 | 0 | 31 |
| 1 year | 0.081 | 0 | 48 |
| 3 years | 0.079 | 0 | 89 |
| 5 years | 0.112 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | 0.131 | — |
| 2022 | -0.124 | — |
| 2021 | 0.345 | — |
| 2020 | 0.094 | — |
| 2019 | — | — |
| 2012 | — | — |
| 2011 | — | — |
| 2010 | — | — |
| 2009 | — | — |
| 2008 | — | — |
| 2007 | — | — |
| 2006 | — | — |
| 2005 | — | — |
| 2004 | — | — |
| 2003 | — | — |
| 2002 | — | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | 0.028 | — | — |
| 2024 | 0.107 | -0.003 | 0.002 | 0.092 |
| 2023 | 0.028 | 0.056 | -0.009 | 0.051 |
| 2022 | -0.015 | -0.122 | -0.006 | 0.018 |
| 2021 | 0.107 | 0.068 | 0.019 | 0.116 |
| 2020 | -0.177 | 0.172 | 0.043 | 0.088 |
| 2019 | 0.057 | 0.059 | — | — |
| 2012 | 0.107 | 0.005 | 0.044 | — |
| 2011 | -0.006 | -0.015 | -0.083 | — |
| 2010 | 0.104 | -0.016 | -0.007 | — |
| 2009 | -0.031 | 0.074 | 0.114 | — |
| 2008 | -0.168 | 0.007 | -0.013 | — |
| 2007 | 0.010 | 0.060 | -0.035 | — |
| 2006 | 0.028 | -0.061 | 0.048 | — |
| 2005 | 0.034 | 0.088 | 0.044 | — |
| 2004 | 0.051 | 0.011 | -0.040 | — |
| 2003 | -0.067 | 0.094 | 0.006 | — |
| 2002 | -0.009 | -0.234 | -0.171 | — |
| 2001 | 0.129 | -0.238 | 0.138 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.079 |
| 5 years | 0.112 |