Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 69 |
| 1 month | -0.024 | 0 | 83 |
| 3 months | -0.063 | 0 | 77 |
| 1 year | 0.021 | 0 | 68 |
| 3 years | 0.030 | 0 | 31 |
| 5 years | 0.053 | 0 | 23 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.098 | — |
| 2022 | -0.142 | — |
| 2021 | 0.161 | — |
| 2020 | 0.032 | — |
| 2019 | 0.157 | — |
| 2018 | -0.113 | — |
| 2017 | 0.053 | — |
| 2016 | 0.018 | — |
| 2015 | 0.032 | — |
| 2014 | 0.098 | — |
| 2013 | 0.148 | — |
| 2012 | 0.104 | — |
| 2011 | -0.107 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.079 | 0.023 | 0.010 | 0.017 |
| 2023 | 0.021 | 0.023 | -0.008 | 0.060 |
| 2022 | -0.038 | -0.080 | -0.018 | -0.012 |
| 2021 | 0.038 | 0.042 | 0.013 | 0.059 |
| 2020 | -0.094 | 0.069 | 0.017 | 0.047 |
| 2019 | 0.087 | 0.025 | 0.012 | 0.027 |
| 2018 | -0.036 | 0.019 | 0.018 | -0.112 |
| 2017 | 0.028 | -0.003 | 0.011 | 0.016 |
| 2016 | -0.034 | -0.009 | 0.018 | 0.045 |
| 2015 | 0.085 | -0.025 | -0.055 | 0.032 |
| 2014 | 0.020 | 0.038 | 0.021 | 0.015 |
| 2013 | 0.073 | -0.004 | 0.034 | 0.039 |
| 2012 | 0.066 | -0.020 | 0.046 | 0.009 |
| 2011 | -0.033 | -0.020 | -0.095 | 0.041 |
| 2010 | 0.070 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.012 |
| 5 years | 0.043 |
| 10 years | 0.021 |