Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 43 |
| 1 month | 0.006 | 0 | 16 |
| 3 months | -0.050 | 0 | 50 |
| 1 year | 0.065 | 0 | 81 |
| 3 years | 0.062 | 0 | 87 |
| 5 years | 0.097 | 0 | 66 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.189 | — |
| 2022 | -0.203 | — |
| 2021 | 0.186 | — |
| 2020 | 0.155 | — |
| 2019 | 0.189 | — |
| 2018 | -0.118 | — |
| 2017 | 0.231 | — |
| 2016 | 0.021 | — |
| 2015 | -0.048 | — |
| 2014 | 0.011 | — |
| 2013 | 0.170 | — |
| 2012 | 0.180 | — |
| 2011 | -0.147 | — |
| 2010 | 0.083 | — |
| 2009 | 0.328 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.071 | 0.015 | 0.031 | -0.005 |
| 2023 | 0.076 | 0.047 | -0.041 | 0.101 |
| 2022 | -0.056 | -0.160 | -0.063 | 0.074 |
| 2021 | 0.059 | 0.065 | -0.016 | 0.070 |
| 2020 | -0.182 | 0.162 | 0.065 | 0.141 |
| 2019 | 0.101 | 0.013 | -0.013 | 0.079 |
| 2018 | -0.011 | -0.007 | 0.022 | -0.122 |
| 2017 | 0.068 | 0.039 | 0.050 | 0.056 |
| 2016 | -0.033 | -0.006 | 0.063 | -0.001 |
| 2015 | 0.039 | 0.025 | -0.142 | 0.042 |
| 2014 | -0.010 | 0.036 | -0.015 | 0.001 |
| 2013 | 0.041 | -0.015 | 0.086 | 0.052 |
| 2012 | 0.123 | -0.074 | 0.067 | 0.064 |
| 2011 | 0.024 | 0.005 | -0.199 | 0.036 |
| 2010 | -0.006 | -0.091 | 0.127 | 0.063 |
| 2009 | -0.084 | 0.222 | 0.130 | 0.050 |
| 2008 | -0.041 | -0.162 | -0.168 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.062 |
| 5 years | 0.097 |
| 10 years | 0.049 |