Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 34 |
| 1 month | -0.016 | 0 | 55 |
| 3 months | -0.078 | 0 | 59 |
| 1 year | -0.035 | 0 | 59 |
| 3 years | 0.036 | 0 | 52 |
| 5 years | 0.109 | 0 | 41 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.166 | — |
| 2022 | -0.181 | — |
| 2021 | 0.370 | — |
| 2020 | 0.077 | — |
| 2019 | 0.352 | — |
| 2018 | -0.093 | — |
| 2017 | 0.114 | — |
| 2016 | 0.118 | — |
| 2015 | 0.118 | — |
| 2014 | 0.145 | — |
| 2013 | 0.214 | — |
| 2012 | 0.209 | — |
| 2011 | -0.085 | — |
| 2010 | 0.216 | — |
| 2009 | 0.331 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.078 | -0.044 | 0.064 | -0.042 |
| 2023 | 0.071 | 0.026 | -0.041 | 0.107 |
| 2022 | -0.118 | -0.112 | 0.002 | 0.043 |
| 2021 | 0.096 | 0.076 | 0.041 | 0.117 |
| 2020 | -0.232 | 0.161 | 0.079 | 0.119 |
| 2019 | 0.146 | 0.050 | 0.035 | 0.086 |
| 2018 | -0.045 | 0.035 | 0.042 | -0.120 |
| 2017 | 0.069 | -0.018 | 0.026 | 0.033 |
| 2016 | -0.012 | 0.060 | 0.044 | 0.022 |
| 2015 | 0.146 | -0.034 | -0.077 | 0.093 |
| 2014 | 0.025 | 0.034 | 0.011 | 0.069 |
| 2013 | 0.111 | -0.037 | 0.061 | 0.070 |
| 2012 | 0.142 | -0.007 | 0.029 | 0.037 |
| 2011 | -0.035 | -0.017 | -0.117 | 0.092 |
| 2010 | 0.060 | 0.005 | 0.002 | 0.138 |
| 2009 | -0.050 | 0.191 | 0.092 | 0.077 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.064 |
| 3 years | 0.026 |
| 5 years | 0.102 |
| 10 years | 0.077 |