Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 91 |
| 1 month | -0.050 | 0 | 91 |
| 3 months | -0.096 | 0 | 86 |
| 1 year | 0.024 | 0 | 64 |
| 3 years | 0.079 | 0 | 22 |
| 5 years | 0.154 | 0 | 9 |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.174 | — |
| 2022 | -0.074 | — |
| 2021 | 0.266 | — |
| 2020 | 0.119 | — |
| 2019 | 0.252 | — |
| 2018 | -0.137 | — |
| 2017 | 0.136 | — |
| 2016 | 0.119 | — |
| 2015 | -0.039 | — |
| 2014 | 0.127 | — |
| 2013 | 0.366 | — |
| 2012 | 0.144 | — |
| 2011 | -0.049 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.097 | -0.014 | 0.074 | -0.014 |
| 2023 | 0.017 | 0.064 | -0.019 | 0.105 |
| 2022 | 0.009 | -0.151 | -0.042 | 0.128 |
| 2021 | 0.167 | 0.053 | -0.033 | 0.065 |
| 2020 | -0.293 | 0.209 | 0.040 | 0.258 |
| 2019 | 0.146 | 0.023 | 0.007 | 0.061 |
| 2018 | -0.030 | 0.015 | 0.046 | -0.162 |
| 2017 | 0.043 | 0.018 | 0.032 | 0.037 |
| 2016 | -0.012 | 0.013 | 0.063 | 0.051 |
| 2015 | 0.003 | 0.002 | -0.116 | 0.083 |
| 2014 | 0.037 | 0.033 | 0.016 | 0.036 |
| 2013 | 0.112 | 0.033 | 0.081 | 0.100 |
| 2012 | 0.140 | -0.069 | 0.058 | 0.018 |
| 2011 | 0.030 | -0.020 | -0.147 | 0.104 |
| 2010 | -0.159 | 0.122 | 0.077 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.079 |
| 5 years | 0.154 |
| 10 years | 0.078 |