Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 21 |
| 1 month | -0.021 | 0 | 14 |
| 3 months | -0.035 | 0 | 15 |
| 1 year | 0.037 | 0 | 16 |
| 3 years | 0.004 | 0 | 57 |
| 5 years | 0.025 | 0 | 59 |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.032 | — |
| 2022 | -0.158 | — |
| 2021 | -0.015 | — |
| 2020 | 0.017 | — |
| 2019 | 0.191 | — |
| 2018 | -0.095 | — |
| 2017 | 0.134 | — |
| 2016 | 0.126 | — |
| 2015 | -0.027 | — |
| 2014 | 0.052 | — |
| 2013 | -0.073 | — |
| 2012 | 0.137 | — |
| 2011 | -0.158 | — |
| 2010 | 0.203 | — |
| 2009 | 0.456 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.022 | 0.043 | 0.046 | -0.026 |
| 2023 | 0.018 | 0.005 | -0.023 | 0.032 |
| 2022 | -0.069 | -0.055 | -0.068 | 0.028 |
| 2021 | 0.045 | 0.014 | -0.052 | -0.020 |
| 2020 | -0.248 | 0.151 | 0.022 | 0.150 |
| 2019 | 0.112 | 0.025 | -0.006 | 0.051 |
| 2018 | -0.011 | -0.038 | -0.005 | -0.044 |
| 2017 | 0.077 | 0.000 | 0.031 | 0.022 |
| 2016 | 0.018 | 0.051 | 0.052 | 0.001 |
| 2015 | 0.115 | -0.015 | -0.144 | 0.034 |
| 2014 | -0.010 | 0.075 | 0.018 | -0.029 |
| 2013 | 0.001 | -0.089 | 0.001 | 0.015 |
| 2012 | 0.101 | -0.043 | 0.059 | 0.020 |
| 2011 | -0.034 | -0.018 | -0.139 | 0.032 |
| 2010 | 0.061 | 0.003 | 0.073 | 0.052 |
| 2009 | 0.028 | 0.190 | 0.132 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | -0.013 |
| 5 years | 0.014 |
| 10 years | 0.001 |