Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 79 |
| 1 month | -0.022 | 0 | 66 |
| 3 months | -0.051 | 0 | 75 |
| 1 year | 0.071 | 0 | 63 |
| 3 years | 0.050 | 0 | 54 |
| 5 years | 0.049 | 0 | 68 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.088 | — |
| 2022 | -0.128 | — |
| 2021 | 0.086 | — |
| 2020 | 0.072 | — |
| 2019 | 0.105 | — |
| 2018 | -0.061 | — |
| 2017 | 0.053 | — |
| 2016 | 0.016 | — |
| 2015 | 0.046 | — |
| 2014 | 0.067 | — |
| 2013 | 0.141 | — |
| 2012 | 0.058 | — |
| 2011 | -0.051 | — |
| 2010 | 0.092 | — |
| 2009 | 0.244 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.053 | 0.007 | 0.048 | 0.017 |
| 2023 | 0.041 | 0.006 | -0.031 | 0.072 |
| 2022 | -0.058 | -0.099 | -0.008 | 0.036 |
| 2021 | 0.006 | 0.040 | -0.001 | 0.038 |
| 2020 | -0.104 | 0.110 | 0.033 | 0.044 |
| 2019 | 0.066 | 0.013 | 0.005 | 0.019 |
| 2018 | -0.006 | 0.009 | -0.001 | -0.062 |
| 2017 | 0.023 | 0.001 | 0.000 | 0.029 |
| 2016 | -0.035 | 0.007 | 0.038 | 0.007 |
| 2015 | 0.082 | -0.017 | -0.047 | 0.033 |
| 2014 | 0.029 | 0.012 | 0.011 | 0.013 |
| 2013 | 0.038 | -0.003 | 0.034 | 0.066 |
| 2012 | 0.041 | -0.044 | 0.030 | 0.032 |
| 2011 | 0.012 | -0.009 | -0.068 | 0.016 |
| 2010 | 0.021 | -0.037 | 0.070 | 0.038 |
| 2009 | -0.017 | 0.130 | 0.088 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.050 |
| 5 years | 0.049 |
| 10 years | 0.029 |