Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | — |
| 1 month | 0.029 | 0 | — |
| 3 months | 0.028 | 0 | — |
| 1 year | 0.054 | 0 | — |
| 3 years | 0.127 | 0 | — |
| 5 years | 0.205 | 0 | — |
| 10 years | 0.113 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.198 | — |
| 2022 | 0.041 | — |
| 2021 | 0.310 | — |
| 2020 | 0.107 | — |
| 2019 | 0.082 | — |
| 2018 | -0.009 | — |
| 2017 | 0.315 | — |
| 2016 | 0.048 | — |
| 2015 | -0.021 | — |
| 2014 | 0.393 | — |
| 2013 | 0.101 | — |
| 2012 | 0.331 | — |
| 2011 | -0.274 | — |
| 2010 | 0.172 | — |
| 2009 | 0.526 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.037 | 0.081 | 0.063 | -0.085 |
| 2023 | -0.042 | 0.109 | 0.025 | 0.100 |
| 2022 | -0.005 | -0.098 | 0.106 | 0.048 |
| 2021 | 0.067 | 0.088 | 0.121 | 0.007 |
| 2020 | -0.309 | 0.191 | 0.076 | 0.250 |
| 2019 | 0.076 | -0.001 | -0.036 | 0.044 |
| 2018 | -0.066 | 0.053 | 0.019 | -0.011 |
| 2017 | 0.134 | 0.041 | 0.018 | 0.094 |
| 2016 | -0.020 | 0.062 | 0.063 | -0.053 |
| 2015 | 0.031 | -0.017 | -0.038 | 0.004 |
| 2014 | 0.079 | 0.201 | 0.028 | 0.045 |
| 2013 | -0.058 | 0.036 | -0.010 | 0.140 |
| 2012 | 0.183 | 0.011 | 0.081 | 0.029 |
| 2011 | -0.069 | -0.018 | -0.117 | -0.102 |
| 2010 | 0.019 | 0.049 | 0.102 | -0.005 |
| 2009 | -0.017 | 0.346 | 0.115 | 0.034 |
| 2008 | -0.116 | 0.021 | -0.156 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.127 |
| 5 years | 0.205 |
| 10 years | 0.113 |