Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 5 |
| 1 month | -0.029 | 0 | 18 |
| 3 months | -0.039 | 0 | 7 |
| 1 year | 0.051 | 0 | 11 |
| 3 years | 0.018 | 0 | 32 |
| 5 years | 0.035 | 0 | 71 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.045 | — |
| 2022 | -0.148 | — |
| 2021 | -0.057 | — |
| 2020 | 0.130 | — |
| 2019 | 0.301 | — |
| 2018 | -0.123 | — |
| 2017 | 0.193 | — |
| 2016 | 0.160 | — |
| 2015 | -0.031 | — |
| 2014 | 0.086 | — |
| 2013 | -0.057 | — |
| 2012 | 0.099 | — |
| 2011 | -0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.034 | 0.032 | 0.045 | -0.011 |
| 2023 | 0.028 | 0.004 | -0.028 | 0.041 |
| 2022 | -0.066 | -0.063 | -0.044 | 0.018 |
| 2021 | 0.057 | 0.042 | -0.111 | -0.037 |
| 2020 | -0.218 | 0.217 | 0.020 | 0.163 |
| 2019 | 0.158 | -0.004 | 0.034 | 0.090 |
| 2018 | -0.010 | -0.022 | -0.033 | -0.064 |
| 2017 | 0.119 | -0.004 | 0.045 | 0.024 |
| 2016 | 0.011 | 0.072 | 0.082 | -0.011 |
| 2015 | 0.128 | -0.022 | -0.171 | 0.060 |
| 2014 | -0.013 | 0.063 | 0.051 | -0.015 |
| 2013 | 0.017 | -0.069 | 0.013 | -0.016 |
| 2012 | 0.062 | -0.039 | 0.053 | 0.023 |
| 2011 | -0.051 | -0.039 | -0.123 | 0.075 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.018 |
| 5 years | 0.035 |
| 10 years | 0.033 |