Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 63 |
| 1 month | -0.017 | 0 | 31 |
| 3 months | -0.090 | 0 | 76 |
| 1 year | 0.049 | 0 | 36 |
| 3 years | 0.114 | 0 | 4 |
| 5 years | 0.145 | 0 | 4 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.215 | — |
| 2022 | -0.003 | — |
| 2021 | 0.221 | — |
| 2020 | 0.010 | — |
| 2019 | 0.197 | — |
| 2018 | -0.095 | — |
| 2017 | 0.124 | — |
| 2016 | 0.225 | — |
| 2015 | 0.058 | — |
| 2014 | 0.066 | — |
| 2013 | 0.274 | — |
| 2012 | 0.116 | — |
| 2011 | 0.058 | — |
| 2010 | 0.166 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.043 | 0.024 | 0.035 | 0.027 |
| 2023 | 0.059 | 0.026 | 0.017 | 0.099 |
| 2022 | -0.034 | -0.055 | -0.010 | 0.102 |
| 2021 | 0.055 | 0.052 | 0.021 | 0.078 |
| 2020 | -0.242 | 0.175 | -0.007 | 0.141 |
| 2019 | 0.081 | 0.048 | 0.030 | 0.026 |
| 2018 | -0.055 | 0.062 | 0.022 | -0.117 |
| 2017 | 0.040 | 0.019 | 0.027 | 0.033 |
| 2016 | 0.002 | 0.040 | 0.076 | 0.093 |
| 2015 | 0.085 | -0.042 | -0.048 | 0.070 |
| 2014 | 0.013 | 0.008 | 0.009 | 0.034 |
| 2013 | 0.166 | 0.018 | 0.015 | 0.057 |
| 2012 | 0.048 | -0.007 | 0.044 | 0.028 |
| 2011 | 0.025 | 0.034 | -0.076 | 0.081 |
| 2010 | 0.100 | -0.095 | 0.067 | 0.097 |
| 2009 | 0.013 | 0.182 | 0.049 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.114 |
| 5 years | 0.145 |
| 10 years | 0.091 |