Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 93 |
| 1 month | -0.036 | 0 | 97 |
| 3 months | -0.078 | 0 | 74 |
| 1 year | -0.055 | 0 | 100 |
| 3 years | 0.058 | 0 | 56 |
| 5 years | 0.088 | 0 | 80 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.229 | — |
| 2022 | -0.113 | — |
| 2021 | 0.165 | — |
| 2020 | 0.000 | — |
| 2019 | 0.241 | — |
| 2018 | -0.131 | — |
| 2017 | 0.077 | — |
| 2016 | -0.046 | — |
| 2015 | 0.088 | — |
| 2014 | 0.017 | — |
| 2013 | 0.213 | — |
| 2012 | 0.184 | — |
| 2011 | -0.111 | — |
| 2010 | 0.019 | — |
| 2009 | 0.219 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.070 | -0.012 | 0.008 | -0.018 |
| 2023 | 0.117 | 0.051 | -0.021 | 0.070 |
| 2022 | -0.054 | -0.110 | -0.056 | 0.117 |
| 2021 | 0.069 | 0.036 | -0.004 | 0.056 |
| 2020 | -0.220 | 0.156 | 0.007 | 0.101 |
| 2019 | 0.113 | 0.051 | 0.016 | 0.043 |
| 2018 | -0.032 | 0.018 | 0.003 | -0.121 |
| 2017 | 0.062 | -0.002 | 0.034 | -0.018 |
| 2016 | -0.090 | -0.071 | 0.072 | 0.053 |
| 2015 | 0.168 | -0.066 | -0.053 | 0.053 |
| 2014 | 0.012 | 0.037 | -0.004 | -0.028 |
| 2013 | -0.004 | 0.020 | 0.102 | 0.084 |
| 2012 | 0.069 | -0.066 | 0.099 | 0.078 |
| 2011 | 0.020 | -0.010 | -0.158 | 0.047 |
| 2010 | 0.021 | -0.076 | 0.042 | 0.038 |
| 2009 | -0.116 | 0.092 | 0.167 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | 0.058 |
| 5 years | 0.088 |
| 10 years | 0.030 |