Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.402 | 0 | — |
| 1 month | 0.074 | 0 | — |
| 3 months | 0.217 | 0 | — |
| 1 year | 0.468 | 0 | — |
| 3 years | 0.092 | 0 | — |
| 5 years | 0.052 | 0 | — |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.034 | — |
| 2022 | -0.196 | — |
| 2021 | -0.115 | — |
| 2020 | 0.260 | — |
| 2019 | 0.313 | — |
| 2018 | -0.196 | — |
| 2017 | 0.012 | — |
| 2016 | 0.483 | — |
| 2015 | -0.231 | — |
| 2014 | -0.050 | — |
| 2013 | -0.482 | — |
| 2012 | -0.083 | — |
| 2011 | -0.185 | — |
| 2010 | 0.346 | — |
| 2009 | 0.470 | — |
| 2008 | -0.378 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.305 | — | — | — |
| 2024 | 0.010 | 0.083 | 0.178 | -0.128 |
| 2023 | 0.115 | -0.085 | -0.091 | 0.115 |
| 2022 | 0.074 | -0.274 | -0.143 | 0.203 |
| 2021 | -0.116 | 0.026 | -0.114 | 0.102 |
| 2020 | -0.195 | 0.527 | 0.087 | -0.057 |
| 2019 | 0.081 | 0.118 | 0.039 | 0.045 |
| 2018 | -0.114 | -0.009 | -0.143 | 0.068 |
| 2017 | 0.044 | -0.041 | 0.019 | -0.009 |
| 2016 | 0.389 | 0.335 | -0.015 | -0.188 |
| 2015 | -0.042 | -0.023 | -0.185 | 0.009 |
| 2014 | 0.140 | 0.064 | -0.141 | -0.088 |
| 2013 | -0.174 | -0.374 | 0.153 | -0.131 |
| 2012 | -0.024 | -0.109 | 0.175 | -0.104 |
| 2011 | -0.039 | -0.066 | -0.054 | -0.041 |
| 2010 | -0.032 | 0.106 | 0.141 | 0.101 |
| 2009 | 0.102 | 0.116 | 0.123 | 0.064 |
| 2008 | 0.061 | -0.006 | -0.336 | -0.111 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.391 |
| 3 years | 0.073 |
| 5 years | 0.040 |
| 10 years | 0.050 |