Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 65 |
| 1 month | -0.015 | 0 | 58 |
| 3 months | -0.059 | 0 | 52 |
| 1 year | 0.051 | 0 | 17 |
| 3 years | 0.061 | 0 | 3 |
| 5 years | 0.083 | 0 | 8 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.124 | — |
| 2022 | -0.088 | — |
| 2021 | 0.125 | — |
| 2020 | 0.091 | — |
| 2019 | 0.174 | — |
| 2018 | -0.048 | — |
| 2017 | 0.123 | — |
| 2016 | 0.168 | — |
| 2015 | -0.024 | — |
| 2014 | 0.052 | — |
| 2013 | 0.087 | — |
| 2012 | 0.095 | — |
| 2011 | -0.060 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.054 | 0.025 | 0.014 | 0.029 |
| 2023 | 0.038 | 0.023 | 0 | 0.058 |
| 2022 | -0.036 | -0.075 | -0.004 | 0.027 |
| 2021 | 0.016 | 0.059 | 0.004 | 0.041 |
| 2020 | -0.142 | 0.158 | 0.023 | 0.073 |
| 2019 | 0.077 | 0.047 | 0.021 | 0.020 |
| 2018 | -0.036 | 0.032 | 0.036 | -0.077 |
| 2017 | 0.043 | 0.011 | 0.021 | 0.043 |
| 2016 | 0.015 | 0.037 | 0.057 | 0.050 |
| 2015 | 0.035 | -0.026 | -0.070 | 0.041 |
| 2014 | 0.012 | 0.035 | -0.011 | 0.015 |
| 2013 | 0.045 | -0.028 | 0.039 | 0.030 |
| 2012 | 0.074 | -0.035 | 0.044 | 0.012 |
| 2011 | 0.031 | -0.007 | -0.118 | 0.041 |
| 2010 | 0.045 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.054 |
| 5 years | 0.079 |
| 10 years | 0.063 |