Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 33 |
| 1 month | -0.054 | 0 | 57 |
| 3 months | -0.138 | 0 | 68 |
| 1 year | 0.021 | 0 | 7 |
| 3 years | 0.028 | 0 | 6 |
| 5 years | 0.064 | 0 | 12 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.161 | — |
| 2023 | 0.016 | — |
| 2022 | -0.113 | — |
| 2021 | 0.257 | — |
| 2020 | 0.070 | — |
| 2019 | 0.294 | — |
| 2018 | 0.183 | — |
| 2017 | 0.147 | — |
| 2016 | 0.073 | — |
| 2015 | 0.117 | — |
| 2014 | 0.364 | — |
| 2013 | 0.164 | — |
| 2012 | 0.171 | — |
| 2011 | -0.052 | — |
| 2010 | 0.144 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.121 | -0.021 | 0.021 | 0.035 |
| 2023 | -0.003 | 0.081 | -0.107 | 0.055 |
| 2022 | -0.043 | -0.126 | 0.026 | 0.033 |
| 2021 | 0.060 | 0.063 | 0.035 | 0.078 |
| 2020 | -0.138 | 0.103 | 0.060 | 0.062 |
| 2019 | 0.139 | 0.031 | 0.029 | 0.070 |
| 2018 | 0.022 | 0.160 | 0.129 | -0.117 |
| 2017 | 0.106 | 0.041 | -0.023 | 0.019 |
| 2016 | -0.049 | 0.109 | 0.052 | -0.033 |
| 2015 | 0.174 | -0.063 | -0.081 | 0.105 |
| 2014 | 0.058 | 0.038 | 0.055 | 0.178 |
| 2013 | 0.147 | -0.027 | -0.023 | 0.068 |
| 2012 | 0.099 | 0.051 | 0.033 | -0.018 |
| 2011 | 0.002 | 0.012 | -0.094 | 0.032 |
| 2010 | 0.117 | -0.030 | -0.041 | 0.101 |
| 2009 | 0.107 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.010 |
| 5 years | 0.053 |
| 10 years | 0.090 |