Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | — |
| 1 month | -0.037 | 0 | — |
| 3 months | -0.099 | 0 | — |
| 1 year | 0.011 | 0 | — |
| 3 years | 0.081 | 0 | — |
| 5 years | 0.097 | 0 | — |
| 10 years | 0.104 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.186 | — |
| 2022 | -0.101 | — |
| 2021 | 0.229 | — |
| 2020 | 0.112 | — |
| 2019 | 0.223 | — |
| 2018 | 0.057 | — |
| 2017 | 0.191 | — |
| 2016 | 0.009 | — |
| 2015 | 0.231 | — |
| 2014 | 0.159 | — |
| 2013 | 0.359 | — |
| 2012 | 0.183 | — |
| 2011 | 0.046 | — |
| 2010 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.072 | -0.003 | 0.030 | 0.018 |
| 2023 | 0.076 | 0.036 | -0.007 | 0.072 |
| 2022 | -0.076 | -0.100 | -0.005 | 0.086 |
| 2021 | 0.023 | 0.069 | 0.043 | 0.077 |
| 2020 | -0.101 | 0.128 | 0.060 | 0.035 |
| 2019 | 0.102 | 0.030 | 0.017 | 0.059 |
| 2018 | 0.029 | 0.035 | 0.034 | -0.040 |
| 2017 | 0.062 | 0.042 | 0.001 | 0.074 |
| 2016 | -0.043 | 0.015 | 0.050 | -0.011 |
| 2015 | 0.115 | -0.007 | 0.001 | 0.110 |
| 2014 | 0.060 | 0.005 | 0.017 | 0.070 |
| 2013 | 0.090 | 0.047 | 0.058 | 0.126 |
| 2012 | 0.096 | -0.015 | 0.051 | 0.043 |
| 2011 | 0.050 | 0.030 | -0.082 | 0.053 |
| 2010 | -0.007 | -0.068 | 0.111 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.081 |
| 5 years | 0.097 |
| 10 years | 0.104 |