Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 56 |
| 1 month | -0.002 | 0 | 56 |
| 3 months | 0.016 | 0 | 62 |
| 1 year | 0.094 | 0 | 73 |
| 3 years | 0.042 | 0 | 62 |
| 5 years | 0.056 | 0 | 61 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.062 | — |
| 2022 | -0.191 | — |
| 2021 | 0.023 | — |
| 2020 | 0.142 | — |
| 2019 | 0.163 | — |
| 2018 | -0.131 | — |
| 2017 | 0.282 | — |
| 2016 | 0.007 | — |
| 2015 | -0.019 | — |
| 2014 | 0.015 | — |
| 2013 | 0.171 | — |
| 2012 | 0.167 | — |
| 2011 | -0.145 | — |
| 2010 | 0.108 | — |
| 2009 | 0.396 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | — | — | — |
| 2024 | 0.045 | 0.025 | 0.083 | -0.053 |
| 2023 | 0.060 | -0.010 | -0.038 | 0.051 |
| 2022 | -0.077 | -0.099 | -0.122 | 0.108 |
| 2021 | 0.027 | 0.046 | -0.052 | 0.005 |
| 2020 | -0.187 | 0.143 | 0.063 | 0.156 |
| 2019 | 0.099 | 0.003 | -0.018 | 0.075 |
| 2018 | -0.003 | -0.027 | 0.002 | -0.106 |
| 2017 | 0.077 | 0.056 | 0.060 | 0.064 |
| 2016 | -0.029 | 0.000 | 0.067 | -0.028 |
| 2015 | 0.047 | 0.026 | -0.129 | 0.048 |
| 2014 | -0.017 | 0.038 | -0.018 | 0.013 |
| 2013 | 0.040 | -0.008 | 0.076 | 0.056 |
| 2012 | 0.109 | -0.055 | 0.063 | 0.047 |
| 2011 | 0.012 | -0.007 | -0.182 | 0.040 |
| 2010 | 0.016 | -0.098 | 0.129 | 0.071 |
| 2009 | -0.076 | 0.254 | 0.151 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.042 |
| 5 years | 0.056 |
| 10 years | 0.028 |