Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.113 | 0 | 43 |
| 1 month | -0.093 | 0 | 86 |
| 3 months | -0.156 | 0 | 55 |
| 1 year | -0.016 | 0 | 48 |
| 3 years | -0.008 | 0 | 93 |
| 5 years | 0.083 | 0 | 90 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.018 | — |
| 2022 | -0.057 | — |
| 2021 | 0.346 | — |
| 2020 | -0.052 | — |
| 2019 | 0.289 | — |
| 2018 | -0.110 | — |
| 2017 | 0.041 | — |
| 2016 | 0.151 | — |
| 2015 | 0.032 | — |
| 2014 | 0.222 | — |
| 2013 | 0.212 | — |
| 2012 | 0.097 | — |
| 2011 | -0.011 | — |
| 2010 | 0.171 | — |
| 2009 | 0.180 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.087 | -0.032 | 0.045 | 0.058 |
| 2023 | -0.004 | 0.002 | 0.000 | 0.021 |
| 2022 | 0.022 | -0.074 | -0.052 | 0.051 |
| 2021 | 0.141 | 0.037 | 0.026 | 0.107 |
| 2020 | -0.232 | 0.101 | 0.011 | 0.110 |
| 2019 | 0.148 | 0.012 | 0.056 | 0.050 |
| 2018 | -0.044 | 0.036 | 0.042 | -0.138 |
| 2017 | 0.033 | -0.025 | 0.007 | 0.026 |
| 2016 | -0.050 | 0.039 | 0.024 | 0.139 |
| 2015 | 0.116 | -0.046 | -0.096 | 0.072 |
| 2014 | 0.013 | 0.038 | 0.071 | 0.086 |
| 2013 | 0.123 | 0.013 | -0.009 | 0.076 |
| 2012 | 0.088 | -0.003 | 0.042 | -0.030 |
| 2011 | -0.015 | -0.021 | -0.114 | 0.156 |
| 2010 | 0.100 | -0.021 | -0.025 | 0.116 |
| 2009 | -0.073 | 0.072 | 0.111 | 0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | -0.008 |
| 5 years | 0.083 |
| 10 years | 0.052 |