Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | 81 |
| 1 month | -0.023 | 0 | 93 |
| 3 months | 0.042 | 0 | 84 |
| 1 year | 0.073 | 0 | 75 |
| 3 years | 0.160 | 0 | 9 |
| 5 years | 0.136 | 0 | 6 |
| 10 years | 0.107 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.234 | — |
| 2022 | -0.082 | — |
| 2021 | 0.277 | — |
| 2020 | 0.046 | — |
| 2019 | 0.161 | — |
| 2018 | -0.125 | — |
| 2017 | 0.128 | — |
| 2016 | 0.256 | — |
| 2015 | 0.051 | — |
| 2014 | 0.024 | — |
| 2013 | 0.312 | — |
| 2012 | 0.148 | — |
| 2011 | -0.079 | — |
| 2010 | 0.153 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.065 | 0.060 | 0.066 | — |
| 2024 | 0.099 | 0.021 | 0.004 | 0.052 |
| 2023 | 0.065 | 0.047 | 0.019 | 0.087 |
| 2022 | -0.032 | -0.102 | 0.035 | 0.021 |
| 2021 | 0.059 | 0.076 | 0.026 | 0.093 |
| 2020 | -0.217 | 0.167 | 0.028 | 0.113 |
| 2019 | 0.064 | 0.041 | 0.023 | 0.025 |
| 2018 | -0.043 | 0.059 | 0.005 | -0.140 |
| 2017 | 0.030 | 0.024 | 0.040 | 0.027 |
| 2016 | -0.022 | 0.025 | 0.124 | 0.115 |
| 2015 | 0.104 | -0.044 | -0.080 | 0.083 |
| 2014 | -0.002 | -0.002 | 0.017 | 0.011 |
| 2013 | 0.142 | 0.031 | 0.059 | 0.052 |
| 2012 | 0.095 | -0.062 | 0.047 | 0.067 |
| 2011 | -0.002 | 0.020 | -0.133 | 0.044 |
| 2010 | 0.100 | -0.101 | 0.067 | 0.093 |
| 2009 | 0.214 | 0.044 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.155 |
| 5 years | 0.134 |
| 10 years | 0.106 |
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