Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | — |
| 1 month | -0.040 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | -0.023 | 0 | — |
| 3 years | 0.131 | 0 | — |
| 5 years | 0.177 | 0 | — |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.210 | — |
| 2022 | 0.026 | — |
| 2021 | 0.261 | — |
| 2020 | 0.087 | — |
| 2019 | 0.079 | — |
| 2018 | 0.035 | — |
| 2017 | 0.280 | — |
| 2016 | 0.046 | — |
| 2015 | -0.066 | — |
| 2014 | 0.352 | — |
| 2013 | 0.080 | — |
| 2012 | 0.326 | — |
| 2011 | -0.256 | — |
| 2010 | 0.177 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.090 | — | — |
| 2024 | 0.035 | 0.088 | 0.058 | -0.077 |
| 2023 | -0.040 | 0.111 | 0.031 | 0.101 |
| 2022 | 0.000 | -0.105 | 0.096 | 0.046 |
| 2021 | 0.060 | 0.076 | 0.126 | -0.018 |
| 2020 | -0.293 | 0.138 | 0.078 | 0.253 |
| 2019 | 0.050 | 0.011 | -0.038 | 0.057 |
| 2018 | -0.032 | 0.037 | 0.024 | 0.006 |
| 2017 | 0.140 | 0.048 | -0.014 | 0.086 |
| 2016 | -0.028 | 0.059 | 0.053 | -0.035 |
| 2015 | 0.016 | -0.020 | -0.051 | -0.011 |
| 2014 | 0.066 | 0.198 | 0.025 | 0.033 |
| 2013 | -0.058 | 0.021 | -0.017 | 0.143 |
| 2012 | 0.162 | 0.010 | 0.086 | 0.041 |
| 2011 | -0.073 | -0.005 | -0.108 | -0.096 |
| 2010 | 0.013 | 0.046 | 0.132 | -0.018 |
| 2009 | 0.454 | 0.202 | 0.065 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.131 |
| 5 years | 0.177 |
| 10 years | 0.103 |