Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | — |
| 1 month | 0.019 | 0 | — |
| 3 months | -0.115 | 0 | — |
| 1 year | 0.095 | 0 | — |
| 3 years | 0.125 | 0 | — |
| 5 years | 0.131 | 0 | — |
| 10 years | 0.127 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.295 | — |
| 2023 | 0.490 | — |
| 2022 | -0.394 | — |
| 2021 | 0.200 | — |
| 2020 | 0.488 | — |
| 2019 | 0.246 | — |
| 2018 | -0.046 | — |
| 2017 | 0.364 | — |
| 2016 | 0.001 | — |
| 2015 | 0.081 | — |
| 2014 | 0.140 | — |
| 2013 | 0.255 | — |
| 2012 | 0.053 | — |
| 2011 | -0.026 | — |
| 2010 | 0.072 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | — | — | — |
| 2024 | 0.129 | 0.075 | -0.001 | 0.068 |
| 2023 | 0.206 | 0.127 | -0.066 | 0.173 |
| 2022 | -0.133 | -0.244 | -0.096 | 0.022 |
| 2021 | -0.002 | 0.117 | 0.010 | 0.066 |
| 2020 | -0.104 | 0.339 | 0.119 | 0.108 |
| 2019 | 0.151 | 0.039 | -0.045 | 0.090 |
| 2018 | 0.073 | 0.050 | 0.051 | -0.194 |
| 2017 | 0.116 | 0.087 | 0.072 | 0.048 |
| 2016 | -0.049 | -0.018 | 0.132 | -0.053 |
| 2015 | -0.008 | 0.029 | -0.048 | 0.113 |
| 2014 | 0.002 | 0.056 | 0.045 | 0.031 |
| 2013 | 0.037 | 0.002 | 0.086 | 0.113 |
| 2012 | 0.163 | -0.093 | 0.060 | -0.059 |
| 2011 | 0.030 | -0.012 | -0.107 | 0.071 |
| 2010 | 0.010 | -0.111 | 0.095 | 0.090 |
| 2009 | 0.195 | 0.169 | 0.107 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.113 |
| 5 years | 0.124 |
| 10 years | 0.123 |