Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 56 |
| 1 month | 0.036 | 0 | 33 |
| 3 months | 0.024 | 0 | 45 |
| 1 year | 0.068 | 0 | 36 |
| 3 years | 0.135 | 0 | 81 |
| 5 years | 0.187 | 0 | 92 |
| 10 years | 0.092 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.247 | — |
| 2022 | -0.019 | — |
| 2021 | 0.235 | — |
| 2020 | 0.089 | — |
| 2019 | 0.008 | — |
| 2018 | -0.106 | — |
| 2017 | 0.330 | — |
| 2016 | 0.048 | — |
| 2015 | 0.047 | — |
| 2014 | 0.445 | — |
| 2013 | 0.043 | — |
| 2012 | 0.259 | — |
| 2011 | -0.230 | — |
| 2010 | 0.162 | — |
| 2009 | 0.730 | — |
| 2008 | -0.491 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.040 | 0.114 | 0.077 | -0.065 |
| 2023 | -0.038 | 0.133 | 0.027 | 0.114 |
| 2022 | -0.025 | -0.110 | 0.110 | 0.019 |
| 2021 | 0.051 | 0.064 | 0.111 | -0.005 |
| 2020 | -0.288 | 0.182 | 0.072 | 0.208 |
| 2019 | 0.039 | -0.006 | -0.053 | 0.031 |
| 2018 | -0.057 | -0.001 | -0.029 | -0.022 |
| 2017 | 0.118 | 0.051 | 0.037 | 0.092 |
| 2016 | -0.038 | 0.097 | 0.050 | -0.055 |
| 2015 | 0.069 | -0.019 | -0.029 | 0.028 |
| 2014 | 0.068 | 0.167 | 0.102 | 0.053 |
| 2013 | -0.030 | 0.018 | -0.030 | 0.090 |
| 2012 | 0.129 | -0.007 | 0.079 | 0.041 |
| 2011 | -0.062 | -0.024 | -0.074 | -0.092 |
| 2010 | 0.010 | 0.038 | 0.120 | -0.010 |
| 2009 | 0.025 | 0.380 | 0.174 | 0.042 |
| 2008 | -0.208 | -0.170 | -0.001 | -0.226 |
| 2007 | 0.129 | 0.143 | 0.212 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.135 |
| 5 years | 0.187 |
| 10 years | 0.092 |