Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 56 |
| 1 month | -0.011 | 0 | 45 |
| 3 months | -0.053 | 0 | 63 |
| 1 year | 0.025 | 0 | 61 |
| 3 years | 0.027 | 0 | 40 |
| 5 years | 0.051 | 0 | 26 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.090 | — |
| 2022 | -0.140 | — |
| 2021 | 0.125 | — |
| 2020 | 0.015 | — |
| 2019 | 0.160 | — |
| 2018 | -0.075 | — |
| 2017 | 0.053 | — |
| 2016 | 0.051 | — |
| 2015 | 0.085 | — |
| 2014 | 0.132 | — |
| 2013 | 0.112 | — |
| 2012 | 0.126 | — |
| 2011 | -0.043 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.046 | 0.006 | 0.024 | 0.009 |
| 2023 | 0.035 | 0.015 | -0.018 | 0.057 |
| 2022 | -0.066 | -0.082 | -0.023 | 0.027 |
| 2021 | 0.048 | 0.040 | 0.001 | 0.030 |
| 2020 | -0.170 | 0.116 | 0.016 | 0.079 |
| 2019 | 0.081 | 0.021 | 0.018 | 0.033 |
| 2018 | -0.025 | 0.026 | 0.005 | -0.081 |
| 2017 | 0.036 | -0.010 | 0.013 | 0.014 |
| 2016 | -0.028 | 0.011 | 0.033 | 0.035 |
| 2015 | 0.117 | -0.028 | -0.052 | 0.055 |
| 2014 | 0.014 | 0.033 | 0.031 | 0.049 |
| 2013 | 0.067 | -0.014 | 0.019 | 0.037 |
| 2012 | 0.070 | -0.001 | 0.038 | 0.015 |
| 2011 | -0.015 | -0.011 | -0.078 | 0.065 |
| 2010 | 0.015 | 0.060 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.006 |
| 5 years | 0.038 |
| 10 years | 0.022 |