Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.174 | 0.091 | 49 |
| 1 month | -0.011 | -0.011 | 34 |
| 3 months | 0.073 | 0.051 | 33 |
| 1 year | 0.141 | 0.338 | 38 |
| 3 years | 0.124 | 0.085 | 55 |
| 5 years | 0.091 | 0.101 | 63 |
| 10 years | 0.061 | 0.058 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.156 | — |
| 2022 | -0.158 | — |
| 2021 | 0.078 | — |
| 2020 | 0.108 | 0.093 |
| 2019 | 0.214 | 0.216 |
| 2018 | -0.140 | -0.146 |
| 2017 | 0.275 | 0.251 |
| 2016 | 0.046 | 0.008 |
| 2015 | -0.058 | -0.016 |
| 2014 | -0.044 | -0.050 |
| 2013 | 0.142 | 0.194 |
| 2012 | 0.180 | 0.183 |
| 2011 | -0.141 | -0.140 |
| 2010 | 0.109 | 0.102 |
| 2009 | — | 0.312 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.061 | 0.119 | — | — |
| 2024 | 0.047 | 0.010 | 0.077 | -0.075 |
| 2023 | 0.070 | 0.026 | -0.043 | 0.099 |
| 2022 | -0.060 | -0.127 | -0.107 | 0.149 |
| 2021 | 0.036 | 0.055 | -0.034 | 0.021 |
| 2020 | -0.234 | 0.167 | 0.063 | 0.165 |
| 2019 | 0.103 | 0.030 | -0.017 | 0.087 |
| 2018 | -0.005 | -0.030 | 0.006 | -0.113 |
| 2017 | 0.084 | 0.060 | 0.060 | 0.048 |
| 2016 | -0.002 | 0.002 | 0.067 | -0.019 |
| 2015 | 0.039 | 0.007 | -0.120 | 0.024 |
| 2014 | 0.004 | 0.051 | -0.054 | -0.042 |
| 2013 | 0.022 | -0.030 | 0.100 | 0.047 |
| 2012 | 0.116 | -0.074 | 0.068 | 0.069 |
| 2011 | 0.033 | 0.006 | -0.207 | 0.043 |
| 2010 | 0.016 | -0.133 | 0.175 | 0.071 |
| 2009 | 0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.141 |
| 3 years | 0.124 |
| 5 years | 0.091 |
| 10 years | 0.061 |