Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | 86 |
| 1 month | -0.041 | 0 | 75 |
| 3 months | -0.120 | 0 | 94 |
| 1 year | -0.067 | 0 | 96 |
| 3 years | 0.019 | 0 | 51 |
| 5 years | 0.083 | 0 | 13 |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.102 | — |
| 2022 | -0.170 | — |
| 2021 | 0.187 | — |
| 2020 | 0.367 | — |
| 2019 | 0.432 | — |
| 2018 | -0.147 | — |
| 2017 | 0.188 | — |
| 2016 | 0.061 | — |
| 2015 | 0.115 | — |
| 2014 | 0.079 | — |
| 2013 | 0.177 | — |
| 2012 | 0.122 | — |
| 2011 | -0.071 | — |
| 2010 | 0.177 | — |
| 2009 | 0.380 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.080 | 0.028 | -0.012 | -0.017 |
| 2023 | 0.041 | 0.021 | -0.015 | 0.052 |
| 2022 | -0.102 | -0.136 | -0.022 | 0.093 |
| 2021 | 0.074 | 0.036 | -0.007 | 0.075 |
| 2020 | -0.166 | 0.372 | 0.005 | 0.188 |
| 2019 | 0.176 | -0.036 | 0.104 | 0.144 |
| 2018 | -0.009 | -0.019 | 0.010 | -0.132 |
| 2017 | 0.070 | -0.005 | 0.007 | 0.108 |
| 2016 | -0.057 | 0.017 | 0.078 | 0.027 |
| 2015 | 0.186 | -0.048 | -0.099 | 0.097 |
| 2014 | -0.065 | 0.044 | 0.058 | 0.044 |
| 2013 | 0.089 | -0.022 | 0.052 | 0.051 |
| 2012 | 0.074 | -0.031 | 0.042 | 0.035 |
| 2011 | -0.025 | -0.018 | -0.094 | 0.071 |
| 2010 | 0.080 | -0.001 | -0.014 | 0.108 |
| 2009 | 0.033 | 0.157 | 0.123 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.067 |
| 3 years | 0.019 |
| 5 years | 0.083 |
| 10 years | 0.078 |