Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 39 |
| 1 month | 0.057 | 0 | 86 |
| 3 months | -0.021 | 0 | 39 |
| 1 year | 0.045 | 0 | 57 |
| 3 years | 0.104 | 0 | 77 |
| 5 years | 0.224 | 0 | 58 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.212 | — |
| 2022 | 0.045 | — |
| 2021 | 0.239 | — |
| 2020 | 0.163 | — |
| 2019 | 0.097 | — |
| 2018 | -0.020 | — |
| 2017 | 0.271 | — |
| 2016 | 0.050 | — |
| 2015 | 0.011 | — |
| 2014 | 0.347 | — |
| 2013 | 0.038 | — |
| 2012 | 0.251 | — |
| 2011 | -0.240 | — |
| 2010 | 0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.016 | 0.086 | 0.076 | -0.086 |
| 2023 | -0.037 | 0.112 | 0.030 | 0.100 |
| 2022 | 0.001 | -0.094 | 0.090 | 0.057 |
| 2021 | 0.052 | 0.073 | 0.115 | -0.015 |
| 2020 | -0.293 | 0.202 | 0.099 | 0.247 |
| 2019 | 0.066 | 0.011 | -0.024 | 0.043 |
| 2018 | -0.054 | 0.048 | 0.012 | -0.023 |
| 2017 | 0.106 | 0.037 | 0.017 | 0.090 |
| 2016 | -0.026 | 0.089 | 0.038 | -0.046 |
| 2015 | 0.060 | -0.013 | -0.042 | 0.009 |
| 2014 | 0.057 | 0.155 | 0.060 | 0.041 |
| 2013 | -0.032 | 0.019 | -0.019 | 0.073 |
| 2012 | 0.180 | -0.037 | 0.057 | 0.041 |
| 2011 | -0.051 | -0.027 | -0.093 | -0.091 |
| 2010 | 0.013 | 0.020 | 0.117 | -0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.104 |
| 5 years | 0.224 |
| 10 years | 0.103 |