Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 6 |
| 1 month | 0.041 | 0 | 7 |
| 3 months | -0.009 | 0 | 12 |
| 1 year | 0.056 | 0 | 17 |
| 3 years | 0.006 | 0 | 56 |
| 5 years | 0.025 | 0 | 81 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.011 | — |
| 2022 | -0.234 | — |
| 2021 | 0.088 | — |
| 2020 | 0.039 | — |
| 2019 | 0.252 | — |
| 2018 | 0.004 | — |
| 2017 | 0.256 | — |
| 2016 | 0.126 | — |
| 2015 | 0.279 | — |
| 2014 | 0.018 | — |
| 2013 | 0.360 | — |
| 2012 | 0.342 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.048 | 0.032 | -0.004 | -0.005 |
| 2023 | -0.025 | 0.011 | -0.014 | 0.041 |
| 2022 | -0.144 | -0.121 | -0.063 | 0.087 |
| 2021 | -0.004 | 0.069 | 0.055 | -0.032 |
| 2020 | -0.260 | 0.198 | 0.027 | 0.141 |
| 2019 | 0.039 | 0.095 | 0.011 | 0.089 |
| 2018 | -0.008 | 0.073 | 0.047 | -0.099 |
| 2017 | 0.037 | 0.036 | 0.084 | 0.079 |
| 2016 | -0.040 | -0.029 | 0.117 | 0.081 |
| 2015 | 0.041 | 0.071 | 0.025 | 0.118 |
| 2014 | 0.004 | -0.005 | -0.019 | 0.039 |
| 2013 | 0.112 | 0.039 | 0.134 | 0.037 |
| 2012 | 0.144 | -0.010 | 0.120 | 0.058 |
| 2011 | 0.029 | -0.150 | 0.000 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.006 |
| 5 years | 0.025 |
| 10 years | 0.073 |