Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | — |
| 1 month | 0.033 | 0 | — |
| 3 months | 0.082 | 0 | — |
| 1 year | 0.124 | 0 | — |
| 3 years | 0.175 | 0 | — |
| 5 years | 0.170 | 0 | — |
| 10 years | 0.132 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.209 | — |
| 2022 | -0.001 | — |
| 2021 | 0.222 | — |
| 2020 | 0.305 | — |
| 2019 | 0.246 | — |
| 2018 | 0.013 | — |
| 2017 | 0.052 | — |
| 2016 | 0.275 | — |
| 2015 | -0.068 | — |
| 2014 | 0.119 | — |
| 2013 | 0.188 | — |
| 2012 | 0.124 | — |
| 2011 | -0.081 | — |
| 2010 | 0.278 | — |
| 2009 | 0.644 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.082 | — | — |
| 2024 | 0.054 | -0.001 | 0.042 | 0.031 |
| 2023 | 0.087 | 0.032 | -0.016 | 0.095 |
| 2022 | 0.007 | -0.123 | 0.043 | 0.085 |
| 2021 | 0.067 | 0.082 | 0.023 | 0.035 |
| 2020 | -0.145 | 0.215 | 0.111 | 0.130 |
| 2019 | 0.117 | 0.024 | 0.046 | 0.042 |
| 2018 | -0.021 | 0.055 | 0.009 | -0.028 |
| 2017 | 0.018 | 0.000 | -0.001 | 0.035 |
| 2016 | 0.052 | 0.131 | 0.045 | 0.025 |
| 2015 | 0.016 | 0.023 | -0.106 | 0.003 |
| 2014 | 0.028 | 0.018 | 0.014 | 0.055 |
| 2013 | 0.019 | 0.020 | 0.065 | 0.073 |
| 2012 | 0.064 | -0.040 | 0.054 | 0.043 |
| 2011 | 0.060 | -0.070 | -0.090 | 0.025 |
| 2010 | 0.050 | -0.046 | 0.127 | 0.131 |
| 2009 | 0.013 | 0.244 | 0.199 | 0.088 |
| 2008 | -0.211 | -0.190 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.175 |
| 5 years | 0.170 |
| 10 years | 0.132 |