Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 17 |
| 1 month | 0.030 | 0 | 54 |
| 3 months | 0.022 | 0 | 54 |
| 1 year | 0.052 | 0 | 58 |
| 3 years | 0.132 | 0 | 85 |
| 5 years | 0.203 | 0 | 70 |
| 10 years | 0.118 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.229 | — |
| 2022 | 0.042 | — |
| 2021 | 0.265 | — |
| 2020 | 0.161 | — |
| 2019 | 0.094 | — |
| 2018 | -0.014 | — |
| 2017 | 0.347 | — |
| 2016 | 0.043 | — |
| 2015 | -0.016 | — |
| 2014 | 0.378 | — |
| 2013 | 0.007 | — |
| 2012 | 0.332 | — |
| 2011 | -0.301 | — |
| 2010 | 0.152 | — |
| 2009 | 0.855 | — |
| 2008 | -0.492 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.037 | 0.088 | 0.081 | -0.080 |
| 2023 | -0.031 | 0.116 | 0.032 | 0.102 |
| 2022 | 0.000 | -0.091 | 0.094 | 0.047 |
| 2021 | 0.050 | 0.084 | 0.120 | -0.007 |
| 2020 | -0.271 | 0.207 | 0.092 | 0.209 |
| 2019 | 0.055 | 0.015 | -0.022 | 0.044 |
| 2018 | -0.050 | 0.025 | 0.004 | 0.009 |
| 2017 | 0.136 | 0.045 | 0.026 | 0.106 |
| 2016 | -0.047 | 0.095 | 0.048 | -0.047 |
| 2015 | 0.056 | -0.007 | -0.060 | -0.001 |
| 2014 | 0.069 | 0.173 | 0.050 | 0.047 |
| 2013 | -0.070 | -0.002 | -0.022 | 0.110 |
| 2012 | 0.163 | 0.000 | 0.098 | 0.043 |
| 2011 | -0.065 | -0.032 | -0.137 | -0.105 |
| 2010 | 0.006 | 0.023 | 0.120 | -0.001 |
| 2009 | -0.023 | 0.547 | 0.188 | 0.034 |
| 2008 | -0.268 | -0.135 | -0.008 | -0.191 |
| 2007 | 0.153 | 0.257 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.132 |
| 5 years | 0.203 |
| 10 years | 0.118 |