Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 77 |
| 1 month | -0.016 | 0 | 84 |
| 3 months | -0.040 | 0 | 55 |
| 1 year | -0.031 | 0 | 75 |
| 3 years | 0.140 | 0 | 23 |
| 5 years | 0.154 | 0 | 26 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.273 | — |
| 2022 | 0.020 | — |
| 2021 | 0.127 | — |
| 2020 | 0.003 | — |
| 2019 | 0.167 | — |
| 2018 | -0.232 | — |
| 2017 | 0.281 | — |
| 2016 | 0.017 | — |
| 2015 | 0.149 | — |
| 2014 | 0.167 | — |
| 2013 | 0.602 | — |
| 2012 | 0.211 | — |
| 2011 | -0.135 | — |
| 2010 | 0.040 | — |
| 2009 | 0.190 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.138 | 0.054 | -0.051 | 0.038 |
| 2023 | 0.055 | 0.153 | 0.049 | -0.002 |
| 2022 | -0.010 | -0.022 | 0.015 | 0.037 |
| 2021 | 0.132 | -0.020 | 0.025 | -0.009 |
| 2020 | -0.231 | 0.123 | 0.051 | 0.105 |
| 2019 | 0.062 | -0.038 | 0.012 | 0.129 |
| 2018 | -0.053 | -0.015 | 0.010 | -0.185 |
| 2017 | 0.004 | 0.081 | 0.079 | 0.094 |
| 2016 | -0.120 | -0.106 | 0.108 | 0.168 |
| 2015 | 0.102 | 0.095 | -0.139 | 0.107 |
| 2014 | -0.036 | 0.074 | 0.076 | 0.047 |
| 2013 | 0.264 | 0.071 | 0.069 | 0.108 |
| 2012 | 0.206 | -0.099 | -0.023 | 0.141 |
| 2011 | 0.008 | -0.017 | -0.114 | -0.013 |
| 2010 | 0.106 | -0.125 | -0.022 | 0.100 |
| 2009 | -0.045 | 0.266 | -0.010 | -0.006 |
| 2008 | -0.225 | -0.256 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | 0.137 |
| 5 years | 0.151 |
| 10 years | 0.066 |