Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 35 |
| 1 month | -0.004 | 0 | 60 |
| 3 months | 0.013 | 0 | 39 |
| 1 year | 0.100 | 0 | 29 |
| 3 years | 0.033 | 0 | 43 |
| 5 years | 0.045 | 0 | 34 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.044 | — |
| 2022 | -0.209 | — |
| 2021 | 0.013 | — |
| 2020 | 0.149 | — |
| 2019 | 0.214 | — |
| 2018 | -0.132 | — |
| 2017 | 0.300 | — |
| 2016 | 0.008 | — |
| 2015 | -0.019 | — |
| 2014 | 0.016 | — |
| 2013 | 0.177 | — |
| 2012 | 0.182 | — |
| 2011 | -0.158 | — |
| 2010 | 0.117 | — |
| 2009 | 0.444 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | 0.037 | 0.038 | 0.096 | -0.059 |
| 2023 | 0.061 | -0.014 | -0.048 | 0.048 |
| 2022 | -0.088 | -0.093 | -0.136 | 0.108 |
| 2021 | 0.026 | 0.045 | -0.056 | 0.000 |
| 2020 | -0.183 | 0.153 | 0.062 | 0.148 |
| 2019 | 0.121 | 0.015 | -0.018 | 0.086 |
| 2018 | -0.003 | -0.013 | 0.001 | -0.119 |
| 2017 | 0.082 | 0.059 | 0.065 | 0.066 |
| 2016 | -0.033 | 0.000 | 0.073 | -0.028 |
| 2015 | 0.050 | 0.030 | -0.138 | 0.052 |
| 2014 | -0.019 | 0.040 | -0.018 | 0.014 |
| 2013 | 0.039 | -0.010 | 0.080 | 0.059 |
| 2012 | 0.118 | -0.060 | 0.068 | 0.052 |
| 2011 | 0.012 | -0.010 | -0.195 | 0.046 |
| 2010 | 0.016 | -0.102 | 0.137 | 0.077 |
| 2009 | -0.076 | 0.282 | 0.158 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.033 |
| 5 years | 0.045 |
| 10 years | 0.029 |