Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.120 | 0 | 58 |
| 1 month | 0.046 | 0 | 21 |
| 3 months | 0.060 | 0 | 49 |
| 1 year | -0.022 | 0 | 77 |
| 3 years | 0.042 | 0 | 67 |
| 5 years | 0.118 | 0 | 31 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.120 | — |
| 2023 | 0.186 | — |
| 2022 | -0.032 | — |
| 2021 | 0.236 | — |
| 2020 | 0.071 | — |
| 2019 | 0.080 | — |
| 2018 | -0.109 | — |
| 2017 | 0.068 | — |
| 2016 | 0.091 | — |
| 2015 | 0.025 | — |
| 2014 | 0.023 | — |
| 2013 | 0.085 | — |
| 2012 | 0.208 | — |
| 2011 | -0.026 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.071 | — | — | — |
| 2024 | 0.003 | -0.081 | 0.030 | -0.073 |
| 2023 | 0.094 | 0.002 | -0.035 | 0.122 |
| 2022 | 0.059 | -0.126 | -0.068 | 0.124 |
| 2021 | 0.086 | 0.068 | 0.018 | 0.047 |
| 2020 | -0.212 | 0.132 | -0.020 | 0.225 |
| 2019 | 0.033 | 0.017 | 0.011 | 0.017 |
| 2018 | -0.031 | 0.029 | 0.052 | -0.151 |
| 2017 | 0.048 | 0.022 | 0.020 | -0.023 |
| 2016 | 0.075 | 0.005 | 0.052 | -0.040 |
| 2015 | 0.010 | 0.026 | -0.038 | 0.029 |
| 2014 | -0.061 | 0.099 | 0.045 | -0.051 |
| 2013 | 0.034 | -0.075 | 0.062 | 0.068 |
| 2012 | 0.042 | 0.024 | 0.034 | 0.095 |
| 2011 | -0.024 | -0.019 | -0.075 | 0.099 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.042 |
| 5 years | 0.118 |
| 10 years | 0.052 |