Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.389 | 0 | — |
| 1 month | 0.070 | 0 | — |
| 3 months | 0.234 | 0 | — |
| 1 year | 0.429 | 0 | — |
| 3 years | 0.091 | 0 | — |
| 5 years | 0.063 | 0 | — |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | -0.014 | — |
| 2022 | -0.088 | — |
| 2021 | -0.130 | — |
| 2020 | 0.238 | — |
| 2019 | 0.353 | — |
| 2018 | -0.056 | — |
| 2017 | 0.102 | — |
| 2016 | 0.531 | — |
| 2015 | -0.325 | — |
| 2014 | -0.140 | — |
| 2013 | -0.448 | — |
| 2012 | -0.112 | — |
| 2011 | -0.234 | — |
| 2010 | 0.308 | — |
| 2009 | 0.458 | — |
| 2008 | -0.348 | — |
| 2007 | 0.272 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.299 | — | — | — |
| 2024 | -0.021 | 0.096 | 0.193 | -0.128 |
| 2023 | 0.068 | -0.103 | -0.086 | 0.125 |
| 2022 | 0.175 | -0.255 | -0.143 | 0.217 |
| 2021 | -0.097 | 0.036 | -0.140 | 0.081 |
| 2020 | -0.229 | 0.526 | 0.102 | -0.046 |
| 2019 | 0.067 | 0.121 | 0.049 | 0.078 |
| 2018 | -0.051 | 0.026 | -0.144 | 0.133 |
| 2017 | 0.047 | 0.001 | 0.015 | 0.036 |
| 2016 | 0.489 | 0.321 | -0.004 | -0.218 |
| 2015 | -0.075 | -0.038 | -0.230 | -0.014 |
| 2014 | 0.118 | 0.072 | -0.172 | -0.133 |
| 2013 | -0.153 | -0.363 | 0.169 | -0.124 |
| 2012 | -0.034 | -0.116 | 0.209 | -0.140 |
| 2011 | -0.034 | -0.083 | -0.059 | -0.082 |
| 2010 | -0.033 | 0.116 | 0.148 | 0.056 |
| 2009 | 0.109 | 0.103 | 0.146 | 0.040 |
| 2008 | 0.084 | 0.011 | -0.339 | -0.099 |
| 2007 | 0.036 | -0.003 | 0.116 | 0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.429 |
| 3 years | 0.091 |
| 5 years | 0.063 |
| 10 years | 0.080 |