Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 41 |
| 1 month | -0.016 | 0 | 18 |
| 3 months | -0.067 | 0 | 30 |
| 1 year | 0.072 | 0 | 53 |
| 3 years | 0.073 | 0 | 64 |
| 5 years | 0.090 | 0 | 39 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.133 | — |
| 2022 | -0.129 | — |
| 2021 | 0.166 | — |
| 2020 | 0.021 | — |
| 2019 | 0.171 | — |
| 2018 | -0.105 | — |
| 2017 | 0.041 | — |
| 2016 | -0.003 | — |
| 2015 | -0.001 | — |
| 2014 | 0.086 | — |
| 2013 | 0.288 | — |
| 2012 | 0.105 | — |
| 2011 | -0.077 | — |
| 2010 | 0.099 | — |
| 2009 | 0.179 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.072 | 0.009 | 0.064 | 0.016 |
| 2023 | 0.057 | 0.024 | -0.025 | 0.074 |
| 2022 | -0.049 | -0.127 | -0.020 | 0.071 |
| 2021 | 0.053 | 0.055 | 0.009 | 0.040 |
| 2020 | -0.215 | 0.132 | 0.053 | 0.091 |
| 2019 | 0.089 | 0.020 | 0.010 | 0.043 |
| 2018 | -0.031 | 0.022 | 0.012 | -0.107 |
| 2017 | 0.001 | -0.003 | 0.009 | 0.034 |
| 2016 | -0.011 | 0.008 | 0 | 0 |
| 2015 | 0.053 | -0.017 | -0.059 | 0.027 |
| 2014 | 0.038 | 0.030 | 0.003 | 0.013 |
| 2013 | 0.087 | 0.035 | 0.050 | 0.091 |
| 2012 | 0.081 | -0.039 | 0.031 | 0.032 |
| 2011 | 0.036 | -0.024 | -0.125 | 0.044 |
| 2010 | 0.027 | -0.084 | 0.081 | 0.081 |
| 2009 | -0.075 | 0.129 | 0.087 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.073 |
| 5 years | 0.090 |
| 10 years | 0.032 |