Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 28 |
| 1 month | -0.023 | 0 | 23 |
| 3 months | -0.029 | 0 | 9 |
| 1 year | -0.010 | 0 | 87 |
| 3 years | 0.040 | 0 | 71 |
| 5 years | 0.113 | 0 | 59 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.123 | — |
| 2022 | -0.088 | — |
| 2021 | 0.205 | — |
| 2020 | 0.183 | — |
| 2019 | 0.178 | — |
| 2018 | 0.027 | — |
| 2017 | 0.157 | — |
| 2016 | 0.102 | — |
| 2015 | -0.067 | — |
| 2014 | 0.103 | — |
| 2013 | 0.261 | — |
| 2012 | 0.094 | — |
| 2011 | 0.054 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.071 | -0.031 | 0.036 | -0.031 |
| 2023 | 0.011 | 0.028 | -0.017 | 0.099 |
| 2022 | -0.012 | -0.120 | -0.049 | 0.103 |
| 2021 | 0.096 | 0.035 | 0.009 | 0.053 |
| 2020 | -0.188 | 0.147 | 0.060 | 0.198 |
| 2019 | 0.074 | 0.032 | -0.001 | 0.064 |
| 2018 | -0.011 | 0.034 | 0.042 | -0.035 |
| 2017 | 0.062 | 0.006 | 0.011 | 0.071 |
| 2016 | 0.039 | 0.021 | 0.011 | 0.028 |
| 2015 | -0.037 | -0.021 | -0.055 | 0.047 |
| 2014 | 0.005 | 0.037 | 0.006 | 0.052 |
| 2013 | 0.116 | 0.038 | 0.021 | 0.066 |
| 2012 | 0.073 | -0.009 | 0.036 | -0.006 |
| 2011 | 0.044 | 0.026 | -0.095 | 0.087 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.068 |
| 3 years | 0.019 |
| 5 years | 0.100 |
| 10 years | 0.077 |