Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 44 |
| 1 month | 0.011 | 0 | 50 |
| 3 months | -0.055 | 0 | 79 |
| 1 year | 0.115 | 0 | 27 |
| 3 years | 0.086 | 0 | 47 |
| 5 years | 0.119 | 0 | 37 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.214 | — |
| 2022 | -0.212 | — |
| 2021 | 0.094 | — |
| 2020 | 0.157 | — |
| 2019 | 0.272 | — |
| 2018 | -0.138 | — |
| 2017 | 0.252 | — |
| 2016 | 0.012 | — |
| 2015 | -0.020 | — |
| 2014 | 0.041 | — |
| 2013 | 0.272 | — |
| 2012 | 0.182 | — |
| 2011 | -0.077 | — |
| 2010 | 0.101 | — |
| 2009 | 0.300 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.056 | -0.019 | 0.095 | 0.005 |
| 2023 | 0.076 | 0.044 | -0.034 | 0.118 |
| 2022 | -0.069 | -0.193 | -0.051 | 0.104 |
| 2021 | 0.089 | 0.061 | -0.053 | 0.001 |
| 2020 | -0.306 | 0.230 | 0.095 | 0.238 |
| 2019 | 0.161 | 0.002 | -0.026 | 0.122 |
| 2018 | -0.006 | 0.028 | 0.013 | -0.167 |
| 2017 | 0.074 | 0.046 | 0.056 | 0.056 |
| 2016 | -0.010 | -0.021 | 0.070 | -0.024 |
| 2015 | 0.025 | 0.004 | -0.104 | 0.062 |
| 2014 | -0.007 | 0.040 | -0.020 | 0.027 |
| 2013 | 0.086 | 0.012 | 0.082 | 0.070 |
| 2012 | 0.130 | -0.062 | 0.073 | 0.040 |
| 2011 | 0.023 | 0.004 | -0.139 | 0.043 |
| 2010 | 0.024 | -0.102 | 0.114 | 0.076 |
| 2009 | -0.113 | 0.227 | 0.156 | 0.033 |
| 2008 | -0.138 | -0.115 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.086 |
| 5 years | 0.119 |
| 10 years | 0.059 |