Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 61 |
| 1 month | -0.001 | 0 | 56 |
| 3 months | -0.019 | 0 | 66 |
| 1 year | 0.065 | 0 | 60 |
| 3 years | 0.076 | 0 | 29 |
| 5 years | 0.105 | 0 | 33 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.095 | — |
| 2022 | 0.009 | — |
| 2021 | 0.181 | — |
| 2020 | -0.107 | — |
| 2019 | 0.197 | — |
| 2018 | -0.091 | — |
| 2017 | 0.128 | — |
| 2016 | 0.162 | — |
| 2015 | 0.014 | — |
| 2014 | 0.013 | — |
| 2013 | 0.207 | — |
| 2012 | 0.122 | — |
| 2011 | -0.035 | — |
| 2010 | 0.156 | — |
| 2009 | 0.304 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.037 | — | — | — |
| 2024 | 0.030 | 0.050 | 0.018 | -0.009 |
| 2023 | 0.029 | 0.006 | 0.033 | 0.023 |
| 2022 | 0.016 | -0.059 | -0.033 | 0.092 |
| 2021 | 0.058 | 0.044 | 0.025 | 0.043 |
| 2020 | -0.259 | 0.110 | -0.034 | 0.124 |
| 2019 | 0.098 | 0.029 | 0.014 | 0.045 |
| 2018 | -0.058 | 0.089 | -0.012 | -0.102 |
| 2017 | 0.045 | 0.020 | 0.014 | 0.044 |
| 2016 | 0.002 | 0.021 | 0.092 | 0.040 |
| 2015 | 0.061 | -0.021 | -0.059 | 0.037 |
| 2014 | -0.003 | 0.019 | 0.002 | -0.005 |
| 2013 | 0.108 | -0.018 | 0.051 | 0.056 |
| 2012 | 0.067 | -0.036 | 0.055 | 0.034 |
| 2011 | 0.010 | 0.003 | -0.128 | 0.091 |
| 2010 | 0.070 | -0.115 | 0.133 | 0.077 |
| 2009 | -0.102 | 0.134 | 0.221 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.076 |
| 5 years | 0.105 |
| 10 years | 0.058 |