Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 39 |
| 1 month | -0.035 | 0 | 36 |
| 3 months | -0.108 | 0 | 34 |
| 1 year | 0.030 | 0 | 45 |
| 3 years | 0.043 | 0 | 68 |
| 5 years | 0.093 | 0 | 62 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.199 | — |
| 2023 | 0.143 | — |
| 2022 | -0.183 | — |
| 2021 | 0.235 | — |
| 2020 | 0.098 | — |
| 2019 | 0.280 | — |
| 2018 | -0.084 | — |
| 2017 | 0.087 | — |
| 2016 | 0.061 | — |
| 2015 | 0.098 | — |
| 2014 | 0.167 | — |
| 2013 | 0.171 | — |
| 2012 | 0.125 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.095 | 0.032 | 0.010 | 0.050 |
| 2023 | 0.040 | 0.046 | -0.012 | 0.064 |
| 2022 | -0.068 | -0.108 | -0.021 | 0.004 |
| 2021 | 0.067 | 0.057 | 0.010 | 0.085 |
| 2020 | -0.197 | 0.172 | 0.055 | 0.106 |
| 2019 | 0.142 | 0.023 | 0.037 | 0.057 |
| 2018 | -0.037 | 0.042 | 0.039 | -0.122 |
| 2017 | 0.054 | -0.016 | 0.005 | 0.043 |
| 2016 | -0.054 | 0.029 | 0.036 | 0.053 |
| 2015 | 0.154 | -0.032 | -0.096 | 0.088 |
| 2014 | 0.008 | 0.047 | 0.060 | 0.043 |
| 2013 | 0.088 | -0.015 | 0.038 | 0.052 |
| 2012 | 0.092 | -0.016 | 0.041 | 0.005 |
| 2011 | -0.110 | 0.079 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.025 |
| 5 years | 0.082 |
| 10 years | 0.057 |