Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 73 |
| 1 month | -0.021 | 0 | 90 |
| 3 months | -0.037 | 0 | 77 |
| 1 year | 0.044 | 0 | 53 |
| 3 years | 0.080 | 0 | 30 |
| 5 years | 0.121 | 0 | 19 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.157 | — |
| 2022 | -0.063 | — |
| 2021 | 0.257 | — |
| 2020 | -0.075 | — |
| 2019 | 0.265 | — |
| 2018 | -0.141 | — |
| 2017 | 0.101 | — |
| 2016 | 0.006 | — |
| 2015 | 0.062 | — |
| 2014 | 0.079 | — |
| 2013 | 0.181 | — |
| 2012 | 0.148 | — |
| 2011 | -0.104 | — |
| 2010 | 0.090 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.078 | 0.019 | 0.016 | -0.020 |
| 2023 | 0.080 | 0.009 | -0.017 | 0.080 |
| 2022 | -0.035 | -0.090 | -0.039 | 0.111 |
| 2021 | 0.077 | 0.083 | 0.006 | 0.071 |
| 2020 | -0.248 | 0.129 | -0.001 | 0.091 |
| 2019 | 0.140 | 0.052 | 0.012 | 0.042 |
| 2018 | -0.041 | 0.034 | 0.007 | -0.140 |
| 2017 | 0.045 | 0.019 | 0.032 | 0.003 |
| 2016 | -0.079 | 0.007 | 0.033 | 0.050 |
| 2015 | 0.161 | -0.036 | -0.093 | 0.046 |
| 2014 | 0.027 | 0.040 | 0.011 | -0.001 |
| 2013 | 0.058 | -0.023 | 0.091 | 0.046 |
| 2012 | 0.075 | -0.031 | 0.062 | 0.037 |
| 2011 | 0.004 | -0.013 | -0.169 | 0.089 |
| 2010 | 0.031 | -0.071 | 0.072 | 0.062 |
| 2009 | 0.179 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.076 |
| 5 years | 0.119 |
| 10 years | 0.044 |