Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 73 |
| 1 month | -0.023 | 0 | 79 |
| 3 months | -0.078 | 0 | 85 |
| 1 year | 0.040 | 0 | 41 |
| 3 years | 0.072 | 0 | 12 |
| 5 years | 0.088 | 0 | 24 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.161 | — |
| 2022 | -0.122 | — |
| 2021 | 0.207 | — |
| 2020 | 0.018 | — |
| 2019 | 0.215 | — |
| 2018 | -0.146 | — |
| 2017 | 0.051 | — |
| 2016 | 0.032 | — |
| 2015 | 0.071 | — |
| 2014 | 0.025 | — |
| 2013 | 0.086 | — |
| 2012 | 0.090 | — |
| 2011 | -0.101 | — |
| 2010 | 0.124 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.086 | 0.005 | 0.013 | 0.029 |
| 2023 | 0.074 | 0.034 | -0.015 | 0.061 |
| 2022 | -0.061 | -0.075 | -0.036 | 0.049 |
| 2021 | 0.063 | 0.047 | -0.001 | 0.086 |
| 2020 | -0.148 | 0.125 | 0.012 | 0.050 |
| 2019 | 0.132 | 0.022 | 0.004 | 0.046 |
| 2018 | -0.059 | 0.024 | 0.019 | -0.130 |
| 2017 | 0.037 | -0.015 | 0.014 | 0.015 |
| 2016 | -0.051 | -0.010 | 0.050 | 0.046 |
| 2015 | 0.165 | -0.048 | -0.106 | 0.081 |
| 2014 | 0.006 | 0.024 | -0.007 | 0.003 |
| 2013 | 0.030 | -0.023 | 0.027 | 0.051 |
| 2012 | 0.077 | -0.051 | 0.062 | 0.004 |
| 2011 | -0.014 | 0.010 | -0.144 | 0.056 |
| 2010 | 0.042 | -0.042 | 0.037 | 0.086 |
| 2009 | 0.106 | 0.101 | 0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.050 |
| 5 years | 0.075 |
| 10 years | 0.031 |