Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.095 | 0 | 70 |
| 1 month | -0.036 | 0 | 40 |
| 3 months | -0.106 | 0 | 79 |
| 1 year | -0.016 | 0 | 67 |
| 3 years | 0.000 | 0 | 48 |
| 5 years | 0.070 | 0 | 26 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.049 | — |
| 2022 | -0.135 | — |
| 2021 | 0.201 | — |
| 2020 | 0.180 | — |
| 2019 | 0.093 | — |
| 2018 | 0.043 | — |
| 2017 | 0.097 | — |
| 2016 | 0.025 | — |
| 2015 | 0.080 | — |
| 2014 | 0.282 | — |
| 2013 | -0.011 | — |
| 2012 | 0.224 | — |
| 2011 | -0.046 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.027 | 0.069 | 0.019 | -0.004 |
| 2023 | 0.000 | 0.029 | -0.022 | 0.042 |
| 2022 | -0.081 | -0.067 | 0.051 | -0.039 |
| 2021 | 0.052 | 0.043 | 0.053 | 0.040 |
| 2020 | -0.156 | 0.148 | 0.076 | 0.132 |
| 2019 | 0.049 | 0 | 0.021 | 0.020 |
| 2018 | -0.023 | 0.060 | 0.029 | -0.022 |
| 2017 | 0.092 | -0.033 | -0.020 | 0.061 |
| 2016 | -0.036 | 0.043 | 0.037 | -0.016 |
| 2015 | 0.185 | -0.047 | -0.097 | 0.060 |
| 2014 | 0.014 | 0.096 | 0.102 | 0.047 |
| 2013 | 0.046 | -0.067 | 0.014 | 0.000 |
| 2012 | 0.085 | 0.006 | 0.111 | 0.009 |
| 2011 | -0.053 | 0.004 | -0.059 | 0.066 |
| 2010 | 0.063 | 0.097 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | -0.017 |
| 5 years | 0.059 |
| 10 years | 0.040 |