Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 67 |
| 1 month | -0.025 | 0 | 76 |
| 3 months | -0.040 | 0 | 61 |
| 1 year | 0.079 | 0 | 46 |
| 3 years | 0.058 | 0 | 29 |
| 5 years | 0.084 | 0 | 8 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.142 | — |
| 2023 | 0.105 | — |
| 2022 | -0.094 | — |
| 2021 | 0.158 | — |
| 2020 | 0.048 | — |
| 2019 | 0.143 | — |
| 2018 | -0.086 | — |
| 2017 | 0.097 | — |
| 2016 | 0.076 | — |
| 2015 | -0.018 | — |
| 2014 | 0.091 | — |
| 2013 | 0.138 | — |
| 2012 | 0.093 | — |
| 2011 | -0.031 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.056 | 0.001 | 0.049 | 0.029 |
| 2023 | 0.031 | 0.009 | -0.006 | 0.068 |
| 2022 | -0.013 | -0.107 | -0.017 | 0.046 |
| 2021 | 0.046 | 0.051 | 0.003 | 0.050 |
| 2020 | -0.141 | 0.095 | 0.045 | 0.066 |
| 2019 | 0.078 | 0.014 | 0.010 | 0.035 |
| 2018 | -0.017 | 0.030 | -0.003 | -0.094 |
| 2017 | 0.031 | -0.001 | 0.022 | 0.042 |
| 2016 | -0.034 | 0.027 | 0.047 | 0.035 |
| 2015 | 0.046 | -0.018 | -0.045 | 0.001 |
| 2014 | 0.043 | 0.027 | 0.007 | 0.011 |
| 2013 | 0.044 | -0.008 | 0.039 | 0.058 |
| 2012 | 0.054 | -0.019 | 0.038 | 0.020 |
| 2011 | 0.032 | -0.016 | -0.086 | 0.044 |
| 2010 | 0.060 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.058 |
| 5 years | 0.084 |
| 10 years | 0.047 |