Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 67 |
| 1 month | -0.015 | 0 | 58 |
| 3 months | -0.059 | 0 | 53 |
| 1 year | 0.048 | 0 | 18 |
| 3 years | 0.059 | 0 | 4 |
| 5 years | 0.080 | 0 | 10 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.126 | — |
| 2023 | 0.121 | — |
| 2022 | -0.090 | — |
| 2021 | 0.122 | — |
| 2020 | 0.088 | — |
| 2019 | 0.172 | — |
| 2018 | -0.051 | — |
| 2017 | 0.120 | — |
| 2016 | 0.162 | — |
| 2015 | -0.032 | — |
| 2014 | 0.045 | — |
| 2013 | 0.081 | — |
| 2012 | 0.090 | — |
| 2011 | -0.070 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.054 | 0.024 | 0.013 | 0.029 |
| 2023 | 0.038 | 0.022 | -0.001 | 0.057 |
| 2022 | -0.036 | -0.076 | -0.004 | 0.026 |
| 2021 | 0.016 | 0.058 | 0.003 | 0.040 |
| 2020 | -0.142 | 0.157 | 0.023 | 0.072 |
| 2019 | 0.077 | 0.046 | 0.020 | 0.019 |
| 2018 | -0.037 | 0.031 | 0.037 | -0.078 |
| 2017 | 0.042 | 0.010 | 0.020 | 0.043 |
| 2016 | 0.013 | 0.035 | 0.056 | 0.050 |
| 2015 | 0.032 | -0.027 | -0.072 | 0.039 |
| 2014 | 0.010 | 0.033 | -0.012 | 0.013 |
| 2013 | 0.043 | -0.028 | 0.037 | 0.029 |
| 2012 | 0.072 | -0.036 | 0.043 | 0.011 |
| 2011 | 0.024 | -0.009 | -0.119 | 0.040 |
| 2010 | 0.049 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.043 |
| 5 years | 0.070 |
| 10 years | 0.057 |