Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 69 |
| 1 month | -0.015 | 0 | 41 |
| 3 months | -0.042 | 0 | 70 |
| 1 year | 0.088 | 0 | 58 |
| 3 years | 0.067 | 0 | 45 |
| 5 years | 0.065 | 0 | 42 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.106 | — |
| 2022 | -0.112 | — |
| 2021 | 0.110 | — |
| 2020 | 0.056 | — |
| 2019 | 0.128 | — |
| 2018 | -0.045 | — |
| 2017 | 0.056 | — |
| 2016 | 0.065 | — |
| 2015 | 0.023 | — |
| 2014 | 0.088 | — |
| 2013 | 0.120 | — |
| 2012 | 0.074 | — |
| 2011 | 0.003 | — |
| 2010 | 0.073 | — |
| 2009 | 0.234 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.052 | 0.008 | 0.051 | 0.019 |
| 2023 | 0.044 | 0.011 | -0.026 | 0.077 |
| 2022 | -0.058 | -0.093 | -0.010 | 0.049 |
| 2021 | 0.006 | 0.040 | 0.006 | 0.054 |
| 2020 | -0.112 | 0.095 | 0.032 | 0.053 |
| 2019 | 0.071 | 0.021 | 0.014 | 0.018 |
| 2018 | -0.015 | 0.017 | 0.005 | -0.051 |
| 2017 | 0.024 | -0.003 | -0.001 | 0.036 |
| 2016 | 0.001 | 0.021 | 0.031 | 0.010 |
| 2015 | 0.049 | -0.023 | -0.027 | 0.026 |
| 2014 | 0.035 | 0.022 | 0.009 | 0.019 |
| 2013 | 0.044 | -0.010 | 0.028 | 0.054 |
| 2012 | 0.038 | -0.013 | 0.028 | 0.020 |
| 2011 | 0.025 | -0.008 | -0.053 | 0.042 |
| 2010 | 0.018 | -0.041 | 0.072 | 0.026 |
| 2009 | -0.003 | 0.117 | 0.080 | 0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.067 |
| 5 years | 0.065 |
| 10 years | 0.044 |