Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.079 | 0 | 91 |
| 1 month | -0.036 | 0 | 89 |
| 3 months | -0.087 | 0 | 85 |
| 1 year | -0.025 | 0 | 92 |
| 3 years | 0.012 | 0 | 73 |
| 5 years | 0.037 | 0 | 61 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.079 | — |
| 2022 | -0.139 | — |
| 2021 | 0.108 | — |
| 2020 | 0.076 | — |
| 2019 | 0.127 | — |
| 2018 | -0.082 | — |
| 2017 | 0.053 | — |
| 2016 | -0.029 | — |
| 2015 | 0.023 | — |
| 2014 | 0.050 | — |
| 2013 | 0.062 | — |
| 2012 | 0.044 | — |
| 2011 | -0.050 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.051 | 0.013 | 0.004 | 0.037 |
| 2023 | 0.011 | 0.027 | -0.003 | 0.042 |
| 2022 | -0.063 | -0.073 | -0.003 | -0.006 |
| 2021 | 0.034 | 0.032 | 0.016 | 0.021 |
| 2020 | -0.117 | 0.129 | 0.043 | 0.036 |
| 2019 | 0.061 | 0.033 | 0.005 | 0.023 |
| 2018 | -0.010 | 0.016 | 0.014 | -0.100 |
| 2017 | 0.020 | 0.019 | -0.009 | 0.022 |
| 2016 | -0.064 | -0.026 | 0.036 | 0.027 |
| 2015 | 0.085 | -0.031 | -0.064 | 0.039 |
| 2014 | 0.009 | 0.014 | 0.009 | 0.017 |
| 2013 | 0.018 | -0.010 | 0.029 | 0.024 |
| 2012 | 0.051 | -0.008 | 0.022 | -0.021 |
| 2011 | -0.001 | -0.002 | -0.076 | 0.031 |
| 2010 | -0.002 | 0.005 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.012 |
| 5 years | 0.037 |
| 10 years | 0.011 |