Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 77 |
| 1 month | 0.029 | 0 | 29 |
| 3 months | -0.056 | 0 | 74 |
| 1 year | 0.096 | 0 | 32 |
| 3 years | 0.059 | 0 | 46 |
| 5 years | 0.093 | 0 | 51 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.098 | — |
| 2022 | -0.287 | — |
| 2021 | 0.088 | — |
| 2020 | 0.344 | — |
| 2019 | 0.283 | — |
| 2018 | -0.107 | — |
| 2017 | 0.285 | — |
| 2016 | -0.073 | — |
| 2015 | 0.055 | — |
| 2014 | -0.028 | — |
| 2013 | 0.150 | — |
| 2012 | 0.104 | — |
| 2011 | -0.195 | — |
| 2010 | 0.143 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.139 | 0.001 | 0.038 | 0.023 |
| 2023 | 0.040 | 0.038 | -0.040 | 0.060 |
| 2022 | -0.145 | -0.183 | -0.045 | 0.068 |
| 2021 | -0.016 | 0.070 | -0.014 | 0.048 |
| 2020 | -0.223 | 0.295 | 0.134 | 0.177 |
| 2019 | 0.145 | 0.061 | -0.035 | 0.094 |
| 2018 | 0.011 | 0.039 | 0.063 | -0.200 |
| 2017 | 0.056 | 0.069 | 0.075 | 0.059 |
| 2016 | -0.050 | -0.007 | 0.035 | -0.051 |
| 2015 | 0.064 | -0.003 | -0.054 | 0.052 |
| 2014 | 0.005 | -0.022 | -0.048 | 0.039 |
| 2013 | 0.023 | -0.029 | 0.085 | 0.067 |
| 2012 | 0.148 | -0.084 | 0.065 | -0.014 |
| 2011 | 0.003 | -0.033 | -0.219 | 0.063 |
| 2010 | 0.047 | -0.148 | 0.153 | 0.112 |
| 2009 | 0.179 | 0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.041 |
| 5 years | 0.081 |
| 10 years | 0.057 |