Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.098 | 0 | 57 |
| 1 month | -0.041 | 0 | 59 |
| 3 months | -0.124 | 0 | 55 |
| 1 year | 0.056 | 0 | 18 |
| 3 years | 0.084 | 0 | 12 |
| 5 years | 0.132 | 0 | 10 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.271 | — |
| 2023 | 0.189 | — |
| 2022 | -0.127 | — |
| 2021 | 0.328 | — |
| 2020 | 0.057 | — |
| 2019 | 0.311 | — |
| 2018 | -0.054 | — |
| 2017 | 0.078 | — |
| 2016 | 0.113 | — |
| 2015 | 0.108 | — |
| 2014 | 0.198 | — |
| 2013 | 0.213 | — |
| 2012 | 0.142 | — |
| 2011 | -0.022 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.116 | 0.035 | 0.021 | 0.077 |
| 2023 | 0.054 | 0.065 | -0.005 | 0.065 |
| 2022 | -0.035 | -0.107 | 0.001 | 0.012 |
| 2021 | 0.100 | 0.068 | 0.023 | 0.104 |
| 2020 | -0.192 | 0.166 | 0.034 | 0.085 |
| 2019 | 0.154 | 0.026 | 0.050 | 0.054 |
| 2018 | -0.044 | 0.073 | 0.055 | -0.126 |
| 2017 | 0.043 | -0.024 | 0.012 | 0.047 |
| 2016 | -0.053 | 0.037 | 0.037 | 0.093 |
| 2015 | 0.151 | -0.033 | -0.086 | 0.088 |
| 2014 | 0.013 | 0.056 | 0.060 | 0.056 |
| 2013 | 0.106 | -0.005 | 0.039 | 0.061 |
| 2012 | 0.088 | -0.003 | 0.053 | 0.000 |
| 2011 | -0.009 | -0.016 | -0.099 | 0.112 |
| 2010 | 0.021 | 0.109 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.084 |
| 5 years | 0.132 |
| 10 years | 0.093 |