Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 43 |
| 1 month | -0.037 | 0 | 42 |
| 3 months | -0.067 | 0 | 55 |
| 1 year | 0.013 | 0 | 51 |
| 3 years | -0.006 | 0 | 74 |
| 5 years | 0.043 | 0 | 61 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.044 | — |
| 2022 | -0.165 | — |
| 2021 | 0.052 | — |
| 2020 | 0.078 | — |
| 2019 | 0.202 | — |
| 2018 | -0.106 | — |
| 2017 | 0.176 | — |
| 2016 | 0.154 | — |
| 2015 | -0.084 | — |
| 2014 | 0.116 | — |
| 2013 | -0.098 | — |
| 2012 | 0.139 | — |
| 2011 | -0.177 | — |
| 2010 | 0.253 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.029 | 0.046 | 0.049 | -0.014 |
| 2023 | 0.017 | 0.001 | -0.002 | 0.028 |
| 2022 | -0.060 | -0.056 | -0.059 | 0.000 |
| 2021 | 0.079 | 0.022 | -0.062 | 0.017 |
| 2020 | -0.231 | 0.170 | 0.048 | 0.143 |
| 2019 | 0.129 | -0.007 | -0.011 | 0.085 |
| 2018 | -0.001 | -0.037 | -0.001 | -0.069 |
| 2017 | 0.104 | -0.017 | 0.038 | 0.044 |
| 2016 | 0.016 | 0.034 | 0.079 | 0.019 |
| 2015 | 0.145 | -0.028 | -0.185 | 0.010 |
| 2014 | -0.011 | 0.073 | 0.050 | 0.002 |
| 2013 | -0.004 | -0.112 | 0.027 | -0.007 |
| 2012 | 0.102 | -0.042 | 0.033 | 0.045 |
| 2011 | -0.033 | -0.042 | -0.185 | 0.091 |
| 2010 | 0.092 | -0.034 | 0.071 | 0.109 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | -0.006 |
| 5 years | 0.043 |
| 10 years | 0.017 |