Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 87 |
| 1 month | -0.008 | 0 | 77 |
| 3 months | -0.037 | 0 | 87 |
| 1 year | 0.007 | 0 | 88 |
| 3 years | 0.090 | 0 | 52 |
| 5 years | 0.112 | 0 | 57 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.155 | — |
| 2022 | -0.165 | — |
| 2021 | 0.196 | — |
| 2020 | 0.049 | — |
| 2019 | 0.327 | — |
| 2018 | -0.210 | — |
| 2017 | 0.174 | — |
| 2016 | 0.150 | — |
| 2015 | 0.098 | — |
| 2014 | -0.051 | — |
| 2013 | 0.198 | — |
| 2012 | 0.250 | — |
| 2011 | -0.203 | — |
| 2010 | 0.250 | — |
| 2009 | 0.354 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | — | — | — |
| 2024 | 0.128 | -0.054 | 0.029 | -0.011 |
| 2023 | 0.117 | 0.026 | -0.074 | 0.088 |
| 2022 | -0.123 | -0.127 | -0.063 | 0.164 |
| 2021 | 0.095 | 0.058 | -0.025 | 0.058 |
| 2020 | -0.274 | 0.186 | 0.053 | 0.157 |
| 2019 | 0.142 | 0.068 | 0.009 | 0.079 |
| 2018 | -0.048 | -0.015 | 0.003 | -0.159 |
| 2017 | 0.056 | -0.003 | 0.074 | 0.039 |
| 2016 | -0.030 | -0.049 | 0.129 | 0.104 |
| 2015 | 0.218 | -0.046 | -0.128 | 0.085 |
| 2014 | 0.012 | 0.016 | -0.078 | 0.001 |
| 2013 | 0.018 | -0.011 | 0.129 | 0.053 |
| 2012 | 0.162 | -0.111 | 0.087 | 0.113 |
| 2011 | -0.002 | 0.051 | -0.299 | 0.084 |
| 2010 | 0.044 | -0.036 | 0.088 | 0.141 |
| 2009 | -0.133 | 0.215 | 0.211 | 0.062 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | 0.076 |
| 5 years | 0.103 |
| 10 years | 0.053 |