Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 58 |
| 1 month | -0.005 | 0 | 74 |
| 3 months | 0.011 | 0 | 74 |
| 1 year | 0.094 | 0 | 50 |
| 3 years | 0.030 | 0 | 54 |
| 5 years | 0.043 | 0 | 46 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.043 | — |
| 2022 | -0.209 | — |
| 2021 | 0.012 | — |
| 2020 | 0.149 | — |
| 2019 | 0.212 | — |
| 2018 | -0.131 | — |
| 2017 | 0.301 | — |
| 2016 | 0.008 | — |
| 2015 | -0.019 | — |
| 2014 | 0.015 | — |
| 2013 | 0.176 | — |
| 2012 | 0.181 | — |
| 2011 | -0.158 | — |
| 2010 | 0.116 | — |
| 2009 | 0.447 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.035 | 0.036 | 0.094 | -0.059 |
| 2023 | 0.060 | -0.014 | -0.048 | 0.049 |
| 2022 | -0.088 | -0.092 | -0.134 | 0.104 |
| 2021 | 0.026 | 0.045 | -0.057 | 0.001 |
| 2020 | -0.181 | 0.151 | 0.061 | 0.148 |
| 2019 | 0.120 | 0.014 | -0.017 | 0.085 |
| 2018 | -0.003 | -0.013 | 0.001 | -0.117 |
| 2017 | 0.082 | 0.059 | 0.064 | 0.066 |
| 2016 | -0.032 | -0.001 | 0.073 | -0.028 |
| 2015 | 0.050 | 0.030 | -0.137 | 0.052 |
| 2014 | -0.018 | 0.040 | -0.020 | 0.014 |
| 2013 | 0.039 | -0.010 | 0.081 | 0.058 |
| 2012 | 0.119 | -0.060 | 0.069 | 0.051 |
| 2011 | 0.012 | -0.010 | -0.196 | 0.044 |
| 2010 | 0.016 | -0.103 | 0.137 | 0.077 |
| 2009 | -0.078 | 0.286 | 0.161 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.030 |
| 5 years | 0.043 |
| 10 years | 0.028 |