Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 87 |
| 1 month | 0.031 | 0 | 59 |
| 3 months | 0.020 | 0 | 77 |
| 1 year | 0.082 | 0 | 9 |
| 3 years | 0.131 | 0 | 59 |
| 5 years | 0.203 | 0 | 53 |
| 10 years | 0.120 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.201 | — |
| 2022 | 0.032 | — |
| 2021 | 0.276 | — |
| 2020 | 0.144 | — |
| 2019 | 0.105 | — |
| 2018 | 0.003 | — |
| 2017 | 0.313 | — |
| 2016 | 0.040 | — |
| 2015 | 0.008 | — |
| 2014 | 0.345 | — |
| 2013 | 0.120 | — |
| 2012 | 0.297 | — |
| 2011 | -0.233 | — |
| 2010 | 0.163 | — |
| 2009 | 0.774 | — |
| 2008 | -0.542 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.022 | 0.097 | 0.087 | -0.061 |
| 2023 | -0.045 | 0.105 | 0.040 | 0.095 |
| 2022 | 0.001 | -0.103 | 0.104 | 0.042 |
| 2021 | 0.061 | 0.079 | 0.122 | -0.006 |
| 2020 | -0.280 | 0.182 | 0.078 | 0.248 |
| 2019 | 0.069 | -0.003 | -0.013 | 0.051 |
| 2018 | -0.041 | 0.033 | 0.021 | -0.009 |
| 2017 | 0.128 | 0.042 | 0.034 | 0.079 |
| 2016 | -0.032 | 0.061 | 0.064 | -0.048 |
| 2015 | 0.055 | -0.016 | -0.022 | -0.007 |
| 2014 | 0.060 | 0.150 | 0.055 | 0.047 |
| 2013 | -0.035 | 0.045 | 0.002 | 0.109 |
| 2012 | 0.135 | 0.000 | 0.088 | 0.050 |
| 2011 | -0.055 | -0.031 | -0.107 | -0.062 |
| 2010 | 0.009 | 0.009 | 0.120 | 0.019 |
| 2009 | 0.012 | 0.464 | 0.173 | 0.020 |
| 2008 | -0.255 | -0.156 | -0.045 | -0.237 |
| 2007 | 0.147 | 0.165 | 0.248 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.131 |
| 5 years | 0.203 |
| 10 years | 0.120 |