Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 83 |
| 1 month | 0.007 | 0 | 32 |
| 3 months | -0.029 | 0 | 72 |
| 1 year | 0.142 | 0 | 40 |
| 3 years | 0.062 | 0 | 71 |
| 5 years | 0.119 | 0 | 35 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.191 | — |
| 2023 | 0.062 | — |
| 2022 | -0.076 | — |
| 2021 | 0.226 | — |
| 2020 | 0.107 | — |
| 2019 | 0.203 | — |
| 2018 | -0.129 | — |
| 2017 | 0.026 | — |
| 2016 | 0.158 | — |
| 2015 | -0.076 | — |
| 2014 | 0.107 | — |
| 2013 | 0.251 | — |
| 2012 | 0.073 | — |
| 2011 | -0.120 | — |
| 2010 | 0.092 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.058 | 0.002 | 0.076 | 0.044 |
| 2023 | 0.022 | 0.004 | -0.027 | 0.064 |
| 2022 | 0.023 | -0.129 | -0.013 | 0.050 |
| 2021 | 0.071 | 0.085 | 0.001 | 0.054 |
| 2020 | -0.193 | 0.171 | 0.057 | 0.108 |
| 2019 | 0.126 | 0.027 | 0.021 | 0.019 |
| 2018 | -0.048 | 0.064 | -0.023 | -0.121 |
| 2017 | -0.001 | -0.028 | 0.021 | 0.035 |
| 2016 | 0.023 | 0.040 | 0.058 | 0.030 |
| 2015 | 0.044 | -0.016 | -0.082 | -0.019 |
| 2014 | 0.059 | 0.064 | -0.011 | -0.006 |
| 2013 | 0.065 | 0.007 | 0.069 | 0.091 |
| 2012 | 0.060 | -0.054 | 0.048 | 0.021 |
| 2011 | 0.028 | -0.030 | -0.155 | 0.044 |
| 2010 | -0.003 | -0.062 | 0.086 | 0.075 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.062 |
| 5 years | 0.119 |
| 10 years | 0.056 |