Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 77 |
| 1 month | -0.035 | 0 | 82 |
| 3 months | -0.008 | 0 | 77 |
| 1 year | 0.069 | 0 | 86 |
| 3 years | 0.039 | 0 | 94 |
| 5 years | 0.082 | 0 | 82 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.094 | — |
| 2022 | -0.158 | — |
| 2021 | 0.094 | — |
| 2020 | 0.162 | — |
| 2019 | 0.170 | — |
| 2018 | -0.034 | — |
| 2017 | 0.067 | — |
| 2016 | 0.046 | — |
| 2015 | 0.064 | — |
| 2014 | 0.079 | — |
| 2013 | 0.192 | — |
| 2012 | 0.090 | — |
| 2011 | -0.057 | — |
| 2010 | 0.077 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.052 | 0.000 | 0.064 | 0.013 |
| 2023 | 0.049 | 0.008 | -0.047 | 0.084 |
| 2022 | -0.076 | -0.133 | -0.007 | 0.059 |
| 2021 | 0.006 | 0.045 | -0.003 | 0.043 |
| 2020 | -0.112 | 0.131 | 0.065 | 0.086 |
| 2019 | 0.081 | 0.027 | 0.011 | 0.042 |
| 2018 | -0.007 | 0.028 | 0.010 | -0.063 |
| 2017 | 0.027 | 0.004 | -0.005 | 0.040 |
| 2016 | -0.024 | 0.002 | 0.050 | 0.019 |
| 2015 | 0.068 | -0.018 | -0.029 | 0.044 |
| 2014 | 0.042 | 0.024 | -0.001 | 0.013 |
| 2013 | 0.060 | 0.010 | 0.041 | 0.070 |
| 2012 | 0.073 | -0.038 | 0.030 | 0.025 |
| 2011 | 0.019 | -0.016 | -0.086 | 0.029 |
| 2010 | 0.014 | -0.053 | 0.076 | 0.043 |
| 2009 | 0.118 | 0.074 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.039 |
| 5 years | 0.082 |
| 10 years | 0.052 |