Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 87 |
| 1 month | -0.020 | 0 | 69 |
| 3 months | -0.050 | 0 | 81 |
| 1 year | 0.067 | 0 | 87 |
| 3 years | 0.048 | 0 | 88 |
| 5 years | 0.055 | 0 | 68 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.102 | — |
| 2022 | -0.144 | — |
| 2021 | 0.080 | — |
| 2020 | 0.043 | — |
| 2019 | 0.134 | — |
| 2018 | -0.073 | — |
| 2017 | 0.074 | — |
| 2016 | 0.067 | — |
| 2015 | -0.026 | — |
| 2014 | 0.068 | — |
| 2013 | 0.052 | — |
| 2012 | 0.068 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.055 | 0.007 | 0.047 | 0.024 |
| 2023 | 0.040 | 0.011 | -0.025 | 0.074 |
| 2022 | -0.048 | -0.106 | -0.030 | 0.037 |
| 2021 | 0.017 | 0.042 | -0.017 | 0.036 |
| 2020 | -0.159 | 0.118 | 0.038 | 0.068 |
| 2019 | 0.084 | 0.010 | 0.007 | 0.028 |
| 2018 | -0.007 | 0.006 | -0.009 | -0.064 |
| 2017 | 0.020 | 0.007 | 0.002 | 0.044 |
| 2016 | -0.004 | 0.030 | 0.038 | 0.002 |
| 2015 | 0.041 | -0.023 | -0.059 | 0.017 |
| 2014 | 0.036 | 0.032 | -0.007 | 0.006 |
| 2013 | 0.025 | -0.027 | 0.026 | 0.028 |
| 2012 | 0.048 | -0.022 | 0.032 | 0.010 |
| 2011 | -0.041 | 0.035 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.048 |
| 5 years | 0.055 |
| 10 years | 0.028 |