Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 24 |
| 1 month | 0.016 | 0 | 31 |
| 3 months | 0.073 | 0 | 26 |
| 1 year | 0.071 | 0 | 27 |
| 3 years | 0.148 | 0 | 61 |
| 5 years | 0.168 | 0 | 50 |
| 10 years | 0.122 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.250 | — |
| 2022 | 0.026 | — |
| 2021 | 0.266 | — |
| 2020 | 0.150 | — |
| 2019 | 0.065 | — |
| 2018 | -0.055 | — |
| 2017 | 0.295 | — |
| 2016 | 0.027 | — |
| 2015 | 0.036 | — |
| 2014 | 0.440 | — |
| 2013 | 0.052 | — |
| 2012 | 0.244 | — |
| 2011 | -0.237 | — |
| 2010 | 0.173 | — |
| 2009 | 0.721 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.105 | -0.028 | — |
| 2024 | 0.034 | 0.112 | 0.081 | -0.075 |
| 2023 | -0.042 | 0.131 | 0.039 | 0.111 |
| 2022 | -0.013 | -0.097 | 0.106 | 0.042 |
| 2021 | 0.065 | 0.076 | 0.113 | -0.007 |
| 2020 | -0.302 | 0.198 | 0.100 | 0.252 |
| 2019 | 0.056 | 0.007 | -0.031 | 0.033 |
| 2018 | -0.055 | 0.017 | -0.008 | -0.009 |
| 2017 | 0.110 | 0.039 | 0.013 | 0.109 |
| 2016 | -0.036 | 0.072 | 0.042 | -0.047 |
| 2015 | 0.088 | -0.021 | -0.040 | 0.014 |
| 2014 | 0.056 | 0.198 | 0.109 | 0.026 |
| 2013 | -0.027 | 0.025 | -0.017 | 0.072 |
| 2012 | 0.134 | -0.009 | 0.065 | 0.040 |
| 2011 | -0.058 | -0.024 | -0.092 | -0.086 |
| 2010 | 0.017 | 0.045 | 0.130 | -0.023 |
| 2009 | 0.021 | 0.400 | 0.167 | 0.032 |
| 2008 | -0.139 | 0.011 | -0.201 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.148 |
| 5 years | 0.168 |
| 10 years | 0.122 |
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