Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 94 |
| 1 month | -0.015 | 0 | 63 |
| 3 months | 0.017 | 0 | 71 |
| 1 year | -0.002 | 0 | 90 |
| 3 years | 0.078 | 0 | 87 |
| 5 years | 0.073 | 0 | 82 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.108 | — |
| 2022 | -0.113 | — |
| 2021 | 0.242 | — |
| 2020 | -0.002 | — |
| 2019 | 0.266 | — |
| 2018 | -0.094 | — |
| 2017 | 0.091 | — |
| 2016 | 0.016 | — |
| 2015 | 0.057 | — |
| 2014 | 0.024 | — |
| 2013 | 0.161 | — |
| 2012 | 0.179 | — |
| 2011 | -0.107 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | 0.017 | — | — |
| 2024 | 0.074 | 0.001 | 0.020 | -0.043 |
| 2023 | 0.082 | 0.016 | -0.045 | 0.056 |
| 2022 | -0.049 | -0.115 | -0.020 | 0.075 |
| 2021 | 0.079 | 0.078 | 0.006 | 0.062 |
| 2020 | -0.186 | 0.127 | 0.004 | 0.083 |
| 2019 | 0.112 | 0.040 | 0.051 | 0.042 |
| 2018 | -0.046 | 0.041 | 0.020 | -0.106 |
| 2017 | 0.062 | -0.002 | 0.027 | 0.001 |
| 2016 | -0.068 | -0.018 | 0.039 | 0.069 |
| 2015 | 0.166 | -0.024 | -0.104 | 0.037 |
| 2014 | 0.017 | 0.027 | 0.004 | -0.024 |
| 2013 | 0.037 | -0.015 | 0.094 | 0.040 |
| 2012 | 0.092 | -0.033 | 0.061 | 0.052 |
| 2011 | 0.012 | 0.001 | -0.189 | 0.088 |
| 2010 | -0.059 | 0.052 | 0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.061 |
| 5 years | 0.063 |
| 10 years | 0.040 |