Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 28 |
| 1 month | -0.012 | 0 | 13 |
| 3 months | -0.061 | 0 | 26 |
| 1 year | 0.107 | 0 | 19 |
| 3 years | 0.081 | 0 | 46 |
| 5 years | 0.094 | 0 | 35 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.111 | — |
| 2022 | -0.130 | — |
| 2021 | 0.135 | — |
| 2020 | 0.061 | — |
| 2019 | 0.162 | — |
| 2018 | -0.090 | — |
| 2017 | 0.068 | — |
| 2016 | 0.057 | — |
| 2015 | 0.030 | — |
| 2014 | 0.086 | — |
| 2013 | 0.242 | — |
| 2012 | 0.088 | — |
| 2011 | -0.104 | — |
| 2010 | 0.106 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.086 | 0.005 | 0.062 | 0.044 |
| 2023 | 0.047 | 0.018 | -0.020 | 0.063 |
| 2022 | -0.048 | -0.127 | -0.017 | 0.065 |
| 2021 | 0.046 | 0.052 | -0.002 | 0.034 |
| 2020 | -0.197 | 0.147 | 0.053 | 0.094 |
| 2019 | 0.090 | 0.015 | 0.001 | 0.050 |
| 2018 | -0.017 | 0.022 | 0.009 | -0.102 |
| 2017 | 0.029 | 0.000 | 0.007 | 0.031 |
| 2016 | -0.044 | 0.012 | 0.057 | 0.033 |
| 2015 | 0.069 | -0.019 | -0.053 | 0.038 |
| 2014 | 0.040 | 0.018 | 0.000 | 0.025 |
| 2013 | 0.087 | 0.003 | 0.049 | 0.086 |
| 2012 | 0.084 | -0.055 | 0.030 | 0.031 |
| 2011 | 0.028 | -0.027 | -0.135 | 0.035 |
| 2010 | 0.020 | -0.072 | 0.090 | 0.072 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.081 |
| 5 years | 0.094 |
| 10 years | 0.048 |