Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 60 |
| 1 month | 0.014 | 0 | 71 |
| 3 months | 0.052 | 0 | 45 |
| 1 year | 0.080 | 0 | 52 |
| 3 years | 0.088 | 0 | 49 |
| 5 years | 0.014 | 0 | 51 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.114 | — |
| 2022 | -0.165 | — |
| 2021 | -0.036 | — |
| 2020 | 0.079 | — |
| 2019 | 0.158 | — |
| 2018 | -0.058 | — |
| 2017 | 0.104 | — |
| 2016 | 0.131 | — |
| 2015 | -0.011 | — |
| 2014 | 0.060 | — |
| 2013 | -0.050 | — |
| 2012 | 0.203 | — |
| 2011 | 0.049 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | 0.032 | — | — |
| 2024 | 0.016 | 0.003 | 0.061 | -0.018 |
| 2023 | 0.020 | 0.020 | -0.025 | 0.098 |
| 2022 | -0.095 | -0.109 | -0.048 | 0.089 |
| 2021 | -0.056 | 0.038 | -0.007 | -0.010 |
| 2020 | -0.127 | 0.128 | 0.026 | 0.069 |
| 2019 | 0.069 | 0.041 | 0.011 | 0.029 |
| 2018 | -0.015 | -0.039 | 0.023 | -0.026 |
| 2017 | 0.040 | 0.026 | 0.027 | 0.008 |
| 2016 | 0.048 | 0.058 | 0.051 | -0.030 |
| 2015 | 0.022 | -0.012 | -0.037 | 0.017 |
| 2014 | 0.037 | 0.054 | -0.021 | -0.009 |
| 2013 | -0.008 | -0.059 | 0.009 | 0.010 |
| 2012 | 0.058 | 0.022 | 0.073 | 0.037 |
| 2011 | 0.009 | 0.036 | -0.036 | 0.042 |
| 2010 | -0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.088 |
| 5 years | 0.014 |
| 10 years | 0.042 |