Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 89 |
| 1 month | -0.067 | 0 | 74 |
| 3 months | -0.121 | 0 | 90 |
| 1 year | 0.084 | 0 | 51 |
| 3 years | 0.111 | 0 | 26 |
| 5 years | 0.123 | 0 | 41 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.313 | — |
| 2023 | 0.125 | — |
| 2022 | -0.079 | — |
| 2021 | 0.249 | — |
| 2020 | 0.091 | — |
| 2019 | 0.193 | — |
| 2018 | 0.005 | — |
| 2017 | 0.114 | — |
| 2016 | 0.086 | — |
| 2015 | 0.132 | — |
| 2014 | 0.184 | — |
| 2013 | 0.365 | — |
| 2012 | 0.094 | — |
| 2011 | 0.015 | — |
| 2010 | 0.044 | — |
| 2009 | 0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.130 | 0.052 | 0.032 | 0.070 |
| 2023 | 0.022 | 0.040 | -0.005 | 0.064 |
| 2022 | -0.051 | -0.108 | 0.015 | 0.073 |
| 2021 | 0.055 | 0.046 | 0.010 | 0.121 |
| 2020 | -0.133 | 0.115 | 0.053 | 0.071 |
| 2019 | 0.084 | 0.009 | 0.038 | 0.051 |
| 2018 | 0.001 | 0.020 | 0.052 | -0.065 |
| 2017 | 0.041 | 0.001 | -0.006 | 0.074 |
| 2016 | -0.036 | 0.029 | 0.024 | 0.069 |
| 2015 | 0.073 | -0.027 | -0.017 | 0.102 |
| 2014 | 0.061 | -0.002 | 0.045 | 0.070 |
| 2013 | 0.128 | 0.053 | 0.017 | 0.131 |
| 2012 | 0.066 | 0.000 | 0.014 | 0.012 |
| 2011 | 0.007 | -0.021 | -0.055 | 0.090 |
| 2010 | 0.019 | -0.084 | 0.067 | 0.048 |
| 2009 | -0.118 | 0.053 | 0.058 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.111 |
| 5 years | 0.123 |
| 10 years | 0.103 |