Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 18 |
| 1 month | 0.000 | 0 | 52 |
| 3 months | 0.009 | 0 | 13 |
| 1 year | 0.083 | 0 | 17 |
| 3 years | 0.030 | 0 | 68 |
| 5 years | 0.051 | 0 | 51 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.047 | — |
| 2022 | -0.164 | — |
| 2021 | 0.043 | — |
| 2020 | 0.168 | — |
| 2019 | 0.154 | — |
| 2018 | -0.107 | — |
| 2017 | 0.222 | — |
| 2016 | 0.037 | — |
| 2015 | -0.035 | — |
| 2014 | 0.043 | — |
| 2013 | 0.093 | — |
| 2012 | 0.145 | — |
| 2011 | -0.095 | — |
| 2010 | 0.134 | — |
| 2009 | 0.342 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.029 | 0.010 | 0.080 | -0.042 |
| 2023 | 0.055 | -0.017 | -0.032 | 0.044 |
| 2022 | -0.064 | -0.081 | -0.104 | 0.086 |
| 2021 | 0.027 | 0.037 | -0.023 | 0.003 |
| 2020 | -0.140 | 0.127 | 0.070 | 0.126 |
| 2019 | 0.084 | 0.014 | -0.010 | 0.060 |
| 2018 | 0.003 | -0.024 | -0.002 | -0.086 |
| 2017 | 0.061 | 0.051 | 0.043 | 0.050 |
| 2016 | 0.000 | 0.007 | 0.053 | -0.022 |
| 2015 | 0.027 | 0.002 | -0.091 | 0.032 |
| 2014 | 0.008 | 0.035 | -0.007 | 0.006 |
| 2013 | 0.039 | -0.024 | 0.041 | 0.036 |
| 2012 | 0.090 | -0.040 | 0.060 | 0.032 |
| 2011 | 0.019 | -0.002 | -0.142 | 0.037 |
| 2010 | 0.021 | -0.049 | 0.110 | 0.053 |
| 2009 | -0.047 | 0.207 | 0.112 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.012 |
| 5 years | 0.040 |
| 10 years | 0.029 |