Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 96 |
| 1 month | 0.002 | 0 | 43 |
| 3 months | -0.049 | 0 | 96 |
| 1 year | 0.129 | 0 | 76 |
| 3 years | 0.104 | 0 | 14 |
| 5 years | 0.114 | 0 | 86 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.177 | — |
| 2022 | -0.125 | — |
| 2021 | 0.238 | — |
| 2020 | 0.017 | — |
| 2019 | 0.182 | — |
| 2018 | -0.070 | — |
| 2017 | 0.027 | — |
| 2016 | 0.167 | — |
| 2015 | -0.070 | — |
| 2014 | 0.093 | — |
| 2013 | 0.211 | — |
| 2012 | 0.078 | — |
| 2011 | -0.042 | — |
| 2010 | 0.083 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.070 | -0.028 | 0.081 | 0.055 |
| 2023 | 0.098 | 0.034 | -0.046 | 0.087 |
| 2022 | -0.056 | -0.121 | -0.011 | 0.066 |
| 2021 | 0.088 | 0.057 | 0.021 | 0.055 |
| 2020 | -0.191 | 0.087 | 0.043 | 0.108 |
| 2019 | 0.114 | 0.020 | 0.004 | 0.036 |
| 2018 | -0.042 | 0.049 | 0.012 | -0.085 |
| 2017 | 0.008 | -0.026 | 0.019 | 0.026 |
| 2016 | 0.042 | 0.019 | 0.042 | 0.054 |
| 2015 | -0.005 | -0.028 | -0.049 | 0.011 |
| 2014 | 0.031 | 0.051 | 0.011 | -0.003 |
| 2013 | 0.076 | -0.002 | 0.040 | 0.085 |
| 2012 | 0.041 | -0.040 | 0.050 | 0.027 |
| 2011 | 0.052 | -0.028 | -0.119 | 0.062 |
| 2010 | 0.027 | -0.087 | 0.092 | 0.058 |
| 2009 | 0.157 | 0.076 | 0.037 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.104 |
| 5 years | 0.114 |
| 10 years | 0.061 |