Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 64 |
| 1 month | 0.028 | 0 | 81 |
| 3 months | 0.026 | 0 | 49 |
| 1 year | 0.045 | 0 | 83 |
| 3 years | 0.150 | 0 | 16 |
| 5 years | 0.211 | 0 | 30 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.262 | — |
| 2022 | 0.053 | — |
| 2021 | 0.244 | — |
| 2020 | 0.203 | — |
| 2019 | 0.086 | — |
| 2018 | -0.010 | — |
| 2017 | 0.281 | — |
| 2016 | 0.058 | — |
| 2015 | -0.057 | — |
| 2014 | 0.341 | — |
| 2013 | 0.046 | — |
| 2012 | 0.266 | — |
| 2011 | -0.257 | — |
| 2010 | 0.202 | — |
| 2009 | 0.835 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.053 | 0.086 | 0.065 | -0.083 |
| 2023 | -0.032 | 0.118 | 0.059 | 0.102 |
| 2022 | -0.007 | -0.087 | 0.120 | 0.037 |
| 2021 | 0.040 | 0.086 | 0.104 | -0.002 |
| 2020 | -0.243 | 0.192 | 0.101 | 0.211 |
| 2019 | 0.058 | 0.006 | -0.005 | 0.026 |
| 2018 | -0.053 | 0.050 | 0.014 | -0.019 |
| 2017 | 0.125 | 0.035 | 0.024 | 0.074 |
| 2016 | -0.016 | 0.073 | 0.042 | -0.039 |
| 2015 | 0.030 | -0.018 | -0.060 | -0.008 |
| 2014 | 0.061 | 0.157 | 0.052 | 0.039 |
| 2013 | -0.049 | 0.027 | -0.032 | 0.106 |
| 2012 | 0.144 | -0.007 | 0.067 | 0.045 |
| 2011 | -0.062 | -0.013 | -0.114 | -0.094 |
| 2010 | 0.027 | 0.049 | 0.103 | 0.012 |
| 2009 | -0.016 | 0.507 | 0.146 | 0.080 |
| 2008 | -0.247 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.150 |
| 5 years | 0.211 |
| 10 years | 0.119 |