Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | 25 |
| 1 month | -0.008 | 0 | 25 |
| 3 months | -0.088 | 0 | 30 |
| 1 year | -0.049 | 0 | 58 |
| 3 years | -0.014 | 0 | 62 |
| 5 years | 0.060 | 0 | 71 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.023 | — |
| 2023 | 0.091 | — |
| 2022 | -0.244 | — |
| 2021 | 0.280 | — |
| 2020 | 0.145 | — |
| 2019 | 0.347 | — |
| 2018 | -0.091 | — |
| 2017 | 0.125 | — |
| 2016 | 0.153 | — |
| 2015 | 0.024 | — |
| 2014 | 0.149 | — |
| 2013 | 0.261 | — |
| 2012 | 0.169 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.023 | -0.003 | 0.065 | -0.059 |
| 2023 | 0.073 | 0.012 | -0.075 | 0.086 |
| 2022 | -0.133 | -0.153 | -0.025 | 0.057 |
| 2021 | 0.086 | 0.066 | 0.010 | 0.095 |
| 2020 | -0.194 | 0.193 | 0.073 | 0.110 |
| 2019 | 0.176 | 0.035 | 0.026 | 0.078 |
| 2018 | -0.011 | 0.039 | 0.025 | -0.137 |
| 2017 | 0.049 | 0.011 | 0.030 | 0.031 |
| 2016 | -0.023 | 0.039 | 0.061 | 0.070 |
| 2015 | 0.126 | -0.047 | -0.116 | 0.080 |
| 2014 | 0.011 | 0.029 | 0.026 | 0.077 |
| 2013 | 0.112 | -0.017 | 0.082 | 0.067 |
| 2012 | 0.124 | -0.035 | 0.055 | 0.022 |
| 2011 | 0.000 | -0.170 | 0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | -0.014 |
| 5 years | 0.060 |
| 10 years | 0.056 |