Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 1.118 | 0 | — |
| 1 month | 0.220 | 0 | — |
| 3 months | 0.432 | 0 | — |
| 1 year | 0.838 | 0 | — |
| 3 years | 0.436 | 0 | — |
| 5 years | 0.110 | 0 | — |
| 10 years | 0.141 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.037 | — |
| 2022 | -0.181 | — |
| 2021 | -0.112 | — |
| 2020 | 0.267 | — |
| 2019 | 0.336 | — |
| 2018 | -0.187 | — |
| 2017 | 0.017 | — |
| 2016 | 0.479 | — |
| 2015 | -0.221 | — |
| 2014 | -0.056 | — |
| 2013 | -0.485 | — |
| 2012 | -0.087 | — |
| 2011 | -0.195 | — |
| 2010 | 0.342 | — |
| 2009 | 0.464 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.303 | 0.135 | 0.432 | — |
| 2024 | 0.009 | 0.080 | 0.177 | -0.132 |
| 2023 | 0.118 | -0.084 | -0.091 | 0.114 |
| 2022 | 0.072 | -0.271 | -0.133 | 0.210 |
| 2021 | -0.116 | 0.028 | -0.115 | 0.105 |
| 2020 | -0.191 | 0.518 | 0.093 | -0.055 |
| 2019 | 0.085 | 0.121 | 0.047 | 0.049 |
| 2018 | -0.112 | -0.006 | -0.142 | 0.074 |
| 2017 | 0.048 | -0.042 | 0.019 | -0.006 |
| 2016 | 0.386 | 0.331 | -0.018 | -0.184 |
| 2015 | -0.039 | -0.023 | -0.185 | 0.017 |
| 2014 | 0.139 | 0.060 | -0.139 | -0.092 |
| 2013 | -0.175 | -0.376 | 0.151 | -0.131 |
| 2012 | -0.027 | -0.109 | 0.178 | -0.105 |
| 2011 | -0.042 | -0.069 | -0.060 | -0.039 |
| 2010 | -0.031 | 0.103 | 0.138 | 0.103 |
| 2009 | 0.099 | 0.112 | 0.126 | 0.064 |
| 2008 | -0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.712 |
| 3 years | 0.402 |
| 5 years | 0.094 |
| 10 years | 0.133 |