Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 88 |
| 1 month | -0.023 | 0 | 50 |
| 3 months | -0.145 | 0 | 89 |
| 1 year | -0.114 | 0 | 90 |
| 3 years | -0.003 | 0 | 52 |
| 5 years | 0.067 | 0 | 66 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.141 | — |
| 2022 | -0.213 | — |
| 2021 | 0.251 | — |
| 2020 | 0.216 | — |
| 2019 | 0.394 | — |
| 2018 | -0.138 | — |
| 2017 | 0.151 | — |
| 2016 | 0.050 | — |
| 2015 | 0.094 | — |
| 2014 | 0.154 | — |
| 2013 | 0.169 | — |
| 2012 | 0.106 | — |
| 2011 | -0.130 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | — | — | — |
| 2024 | 0.098 | 0.004 | -0.010 | -0.009 |
| 2023 | 0.059 | 0.042 | -0.037 | 0.074 |
| 2022 | -0.115 | -0.138 | 0.025 | 0.007 |
| 2021 | 0.046 | 0.040 | 0.042 | 0.103 |
| 2020 | -0.150 | 0.171 | 0.096 | 0.115 |
| 2019 | 0.209 | 0.038 | 0.046 | 0.062 |
| 2018 | -0.026 | 0.019 | 0.022 | -0.150 |
| 2017 | 0.084 | 0.003 | 0.026 | 0.031 |
| 2016 | -0.042 | 0.036 | 0.051 | 0.007 |
| 2015 | 0.158 | -0.029 | -0.104 | 0.086 |
| 2014 | 0.016 | 0.039 | 0.007 | 0.086 |
| 2013 | 0.114 | -0.052 | 0.045 | 0.058 |
| 2012 | 0.077 | -0.015 | 0.025 | 0.017 |
| 2011 | 0.000 | -0.068 | -0.146 | 0.094 |
| 2010 | 0.092 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.149 |
| 3 years | -0.016 |
| 5 years | 0.059 |
| 10 years | 0.060 |