Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.181 | 0 | 98 |
| 1 month | -0.068 | 0 | 92 |
| 3 months | -0.199 | 0 | 98 |
| 1 year | -0.026 | 0 | 89 |
| 3 years | 0.047 | 0 | 84 |
| 5 years | 0.117 | 0 | 71 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.311 | — |
| 2023 | 0.226 | — |
| 2022 | -0.175 | — |
| 2021 | 0.379 | — |
| 2020 | 0.131 | — |
| 2019 | 0.332 | — |
| 2018 | -0.032 | — |
| 2017 | 0.056 | — |
| 2016 | 0.121 | — |
| 2015 | 0.096 | — |
| 2014 | 0.286 | — |
| 2013 | 0.297 | — |
| 2012 | 0.118 | — |
| 2011 | 0.001 | — |
| 2010 | 0.189 | — |
| 2009 | 0.296 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.121 | — | — | — |
| 2024 | 0.129 | 0.059 | -0.005 | 0.102 |
| 2023 | 0.054 | 0.086 | 0.011 | 0.060 |
| 2022 | -0.022 | -0.139 | 0.038 | -0.056 |
| 2021 | 0.101 | 0.059 | 0.049 | 0.128 |
| 2020 | -0.154 | 0.172 | 0.059 | 0.078 |
| 2019 | 0.154 | 0.024 | 0.048 | 0.076 |
| 2018 | -0.056 | 0.107 | 0.082 | -0.144 |
| 2017 | 0.048 | -0.049 | 0.001 | 0.058 |
| 2016 | -0.063 | 0.019 | 0.049 | 0.120 |
| 2015 | 0.137 | -0.048 | -0.090 | 0.113 |
| 2014 | 0.016 | 0.053 | 0.093 | 0.100 |
| 2013 | 0.151 | 0.014 | 0.022 | 0.088 |
| 2012 | 0.101 | -0.004 | 0.058 | -0.037 |
| 2011 | -0.012 | -0.032 | -0.081 | 0.139 |
| 2010 | 0.101 | -0.022 | -0.010 | 0.115 |
| 2009 | -0.040 | 0.124 | 0.088 | 0.104 |
| 2008 | -0.005 | -0.184 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.080 |
| 3 years | 0.027 |
| 5 years | 0.105 |
| 10 years | 0.094 |