Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | 31 |
| 1 month | -0.055 | 0 | 92 |
| 3 months | -0.124 | 0 | 54 |
| 1 year | -0.009 | 0 | 81 |
| 3 years | 0.047 | 0 | 63 |
| 5 years | 0.091 | 0 | 64 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.163 | — |
| 2022 | -0.096 | — |
| 2021 | 0.224 | — |
| 2020 | 0.012 | — |
| 2019 | 0.292 | — |
| 2018 | -0.066 | — |
| 2017 | 0.058 | — |
| 2016 | 0.056 | — |
| 2015 | 0.066 | — |
| 2014 | 0.147 | — |
| 2013 | 0.167 | — |
| 2012 | 0.050 | — |
| 2011 | -0.107 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.089 | 0.038 | -0.015 | 0.044 |
| 2023 | 0.016 | 0.061 | 0.033 | 0.044 |
| 2022 | -0.013 | -0.073 | -0.019 | 0.007 |
| 2021 | 0.109 | 0.036 | -0.008 | 0.074 |
| 2020 | -0.182 | 0.123 | 0.026 | 0.074 |
| 2019 | 0.144 | 0.011 | 0.058 | 0.056 |
| 2018 | -0.060 | 0.086 | 0.043 | -0.123 |
| 2017 | 0.053 | -0.023 | 0.007 | 0.021 |
| 2016 | -0.041 | 0.028 | 0.018 | 0.051 |
| 2015 | 0.140 | -0.041 | -0.096 | 0.078 |
| 2014 | 0.020 | 0.039 | 0.048 | 0.033 |
| 2013 | 0.094 | -0.019 | 0.028 | 0.057 |
| 2012 | 0.058 | -0.027 | 0.045 | -0.024 |
| 2011 | -0.038 | -0.050 | -0.094 | 0.078 |
| 2010 | 0.078 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.056 |
| 3 years | 0.030 |
| 5 years | 0.080 |
| 10 years | 0.055 |