Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 42 |
| 1 month | -0.005 | 0 | 32 |
| 3 months | -0.069 | 0 | 49 |
| 1 year | -0.024 | 0 | 66 |
| 3 years | 0.038 | 0 | 32 |
| 5 years | 0.074 | 0 | 42 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.098 | — |
| 2022 | -0.101 | — |
| 2021 | 0.150 | — |
| 2020 | 0.140 | — |
| 2019 | 0.270 | — |
| 2018 | -0.040 | — |
| 2017 | 0.150 | — |
| 2016 | -0.041 | — |
| 2015 | 0.270 | — |
| 2014 | 0.097 | — |
| 2013 | 0.311 | — |
| 2012 | 0.171 | — |
| 2011 | -0.157 | — |
| 2010 | 0.157 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.065 | 0.019 | 0.040 | -0.047 |
| 2023 | 0.031 | 0.031 | -0.024 | 0.058 |
| 2022 | -0.057 | -0.069 | -0.034 | 0.060 |
| 2021 | 0.098 | 0.039 | -0.010 | 0.018 |
| 2020 | -0.097 | 0.111 | 0.091 | 0.042 |
| 2019 | 0.127 | 0.032 | 0.032 | 0.058 |
| 2018 | 0.006 | 0.042 | 0.031 | -0.112 |
| 2017 | 0.068 | 0.064 | 0.028 | -0.016 |
| 2016 | -0.031 | -0.022 | 0.063 | -0.049 |
| 2015 | 0.118 | -0.009 | 0.059 | 0.082 |
| 2014 | 0.047 | 0.038 | -0.040 | 0.052 |
| 2013 | 0.070 | 0.007 | 0.078 | 0.129 |
| 2012 | 0.114 | -0.012 | 0.048 | 0.015 |
| 2011 | 0.015 | -0.033 | -0.187 | 0.057 |
| 2010 | 0.031 | -0.016 | 0.076 | 0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.038 |
| 5 years | 0.074 |
| 10 years | 0.074 |