Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | 17 |
| 1 month | -0.010 | 0 | 33 |
| 3 months | -0.045 | 0 | 35 |
| 1 year | -0.039 | 0 | 76 |
| 3 years | 0.022 | 0 | 89 |
| 5 years | 0.143 | 0 | 71 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.103 | — |
| 2022 | -0.043 | — |
| 2021 | 0.325 | — |
| 2020 | 0.046 | — |
| 2019 | 0.077 | — |
| 2018 | -0.055 | — |
| 2017 | 0.183 | — |
| 2016 | 0.007 | — |
| 2015 | 0.033 | — |
| 2014 | 0.429 | — |
| 2013 | -0.097 | — |
| 2012 | 0.200 | — |
| 2011 | -0.342 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | 0.053 | 0.107 | 0.005 | -0.032 |
| 2023 | -0.104 | 0.119 | 0.049 | 0.048 |
| 2022 | -0.013 | -0.083 | 0.116 | -0.053 |
| 2021 | 0.089 | 0.050 | 0.155 | 0.003 |
| 2020 | -0.304 | 0.176 | 0.080 | 0.184 |
| 2019 | 0.082 | -0.007 | -0.011 | 0.014 |
| 2018 | -0.102 | 0.045 | -0.032 | 0.041 |
| 2017 | 0.145 | -0.041 | -0.012 | 0.091 |
| 2016 | -0.071 | 0.065 | 0.036 | -0.017 |
| 2015 | 0.182 | -0.070 | -0.079 | 0.019 |
| 2014 | 0.088 | 0.133 | 0.114 | 0.040 |
| 2013 | -0.002 | -0.071 | -0.106 | 0.089 |
| 2012 | 0.155 | -0.054 | 0.129 | -0.028 |
| 2011 | -0.089 | -0.057 | -0.139 | -0.111 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | 0.009 |
| 5 years | 0.134 |
| 10 years | 0.055 |