Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 91 |
| 1 month | -0.035 | 0 | 92 |
| 3 months | -0.097 | 0 | 100 |
| 1 year | 0.129 | 0 | 34 |
| 3 years | 0.014 | 0 | 100 |
| 5 years | 0.048 | 0 | 100 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | 0.061 | — |
| 2022 | -0.201 | — |
| 2021 | 0.199 | — |
| 2020 | — | — |
| 2019 | — | — |
| 2018 | 0.040 | — |
| 2017 | 0.039 | — |
| 2016 | -0.001 | — |
| 2015 | -0.028 | — |
| 2014 | 0.008 | — |
| 2013 | -0.048 | — |
| 2012 | 0.119 | — |
| 2011 | 0.014 | — |
| 2010 | 0.025 | — |
| 2009 | 0.094 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.038 | 0.090 | 0.053 | 0.045 |
| 2023 | 0.002 | -0.007 | -0.017 | 0.084 |
| 2022 | -0.005 | -0.155 | -0.066 | 0.018 |
| 2021 | 0.041 | 0.062 | 0.047 | 0.036 |
| 2020 | 0.084 | 0.029 | 0.033 | — |
| 2019 | 0.010 | 0.011 | — | — |
| 2018 | 0.006 | 0.009 | 0.010 | 0.014 |
| 2017 | 0.008 | 0.010 | 0.011 | 0.010 |
| 2016 | 0.039 | -0.014 | 0.031 | -0.054 |
| 2015 | 0.016 | -0.012 | -0.012 | -0.021 |
| 2014 | -0.042 | 0.032 | 0.035 | -0.015 |
| 2013 | -0.016 | -0.031 | 0.006 | -0.008 |
| 2012 | 0.043 | 0.027 | 0.007 | 0.037 |
| 2011 | 0.022 | -0.053 | -0.004 | 0.052 |
| 2010 | 0.001 | 0.004 | -0.026 | 0.049 |
| 2009 | -0.011 | 0.030 | 0.026 | 0.047 |
| 2008 | -0.042 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.014 |
| 5 years | 0.048 |
| 10 years | 0.051 |