Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.182 | 0 | 36 |
| 1 month | -0.001 | 0 | 55 |
| 3 months | 0.041 | 0 | 56 |
| 1 year | 0.137 | 0 | 41 |
| 3 years | 0.091 | 0 | 52 |
| 5 years | 0.106 | 0 | 57 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.105 | — |
| 2023 | 0.174 | — |
| 2022 | -0.057 | — |
| 2021 | 0.186 | — |
| 2020 | 0.010 | — |
| 2019 | 0.047 | — |
| 2018 | -0.148 | — |
| 2017 | 0.073 | — |
| 2016 | 0.060 | — |
| 2015 | 0.040 | — |
| 2014 | 0.029 | — |
| 2013 | -0.011 | — |
| 2012 | 0.198 | — |
| 2011 | -0.033 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.085 | 0.091 | — | — |
| 2024 | 0.001 | -0.075 | 0.026 | -0.058 |
| 2023 | 0.090 | -0.010 | -0.029 | 0.121 |
| 2022 | 0.040 | -0.128 | -0.059 | 0.105 |
| 2021 | 0.062 | 0.045 | 0.018 | 0.049 |
| 2020 | -0.228 | 0.105 | -0.009 | 0.195 |
| 2019 | 0.026 | 0.014 | -0.011 | 0.018 |
| 2018 | -0.036 | 0.009 | 0.053 | -0.167 |
| 2017 | 0.065 | 0.013 | 0.018 | -0.022 |
| 2016 | 0.065 | -0.014 | 0.052 | -0.041 |
| 2015 | 0.028 | 0.024 | -0.044 | 0.034 |
| 2014 | -0.062 | 0.101 | 0.054 | -0.055 |
| 2013 | 0.011 | -0.100 | 0.046 | 0.040 |
| 2012 | 0.026 | 0.026 | 0.036 | 0.098 |
| 2011 | -0.028 | -0.011 | -0.072 | 0.084 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | 0.091 |
| 5 years | 0.106 |
| 10 years | 0.035 |