Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.093 | 0 | — |
| 3 years | 0.022 | 0 | — |
| 5 years | 0.056 | 0 | — |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.040 | — |
| 2023 | 0.037 | — |
| 2022 | -0.156 | — |
| 2021 | 0.057 | — |
| 2020 | 0.020 | — |
| 2019 | 0.117 | — |
| 2018 | -0.177 | — |
| 2017 | 0.183 | — |
| 2016 | 0.235 | — |
| 2015 | 0.111 | — |
| 2014 | -0.118 | — |
| 2013 | 0.186 | — |
| 2012 | 0.201 | — |
| 2011 | -0.152 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.109 | — | — | — |
| 2024 | -0.016 | 0.005 | -0.012 | -0.018 |
| 2023 | 0.082 | -0.019 | -0.042 | 0.021 |
| 2022 | -0.099 | -0.110 | -0.068 | 0.129 |
| 2021 | 0.015 | 0.046 | 0.015 | -0.019 |
| 2020 | -0.309 | 0.273 | 0.000 | 0.159 |
| 2019 | 0.058 | 0.048 | -0.021 | 0.029 |
| 2018 | -0.048 | 0.036 | -0.020 | -0.148 |
| 2017 | 0.047 | 0.069 | 0.051 | 0.006 |
| 2016 | -0.009 | 0.019 | 0.112 | 0.099 |
| 2015 | 0.148 | -0.023 | -0.068 | 0.062 |
| 2014 | -0.012 | -0.025 | -0.045 | -0.042 |
| 2013 | 0.114 | -0.015 | 0.022 | 0.058 |
| 2012 | 0.111 | -0.071 | 0.110 | 0.049 |
| 2011 | 0.035 | 0.021 | -0.210 | 0.017 |
| 2010 | 0.129 | 0.065 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.022 |
| 5 years | 0.056 |
| 10 years | 0.026 |