Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 35 |
| 1 month | -0.055 | 0 | 57 |
| 3 months | -0.139 | 0 | 71 |
| 1 year | 0.014 | 0 | 8 |
| 3 years | 0.021 | 0 | 10 |
| 5 years | 0.057 | 0 | 20 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.009 | — |
| 2022 | -0.120 | — |
| 2021 | 0.248 | — |
| 2020 | 0.062 | — |
| 2019 | 0.285 | — |
| 2018 | 0.174 | — |
| 2017 | 0.139 | — |
| 2016 | 0.065 | — |
| 2015 | 0.109 | — |
| 2014 | 0.354 | — |
| 2013 | 0.155 | — |
| 2012 | 0.162 | — |
| 2011 | -0.059 | — |
| 2010 | 0.135 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.119 | -0.022 | 0.019 | 0.033 |
| 2023 | -0.005 | 0.079 | -0.108 | 0.053 |
| 2022 | -0.045 | -0.127 | 0.024 | 0.031 |
| 2021 | 0.058 | 0.061 | 0.033 | 0.076 |
| 2020 | -0.140 | 0.101 | 0.058 | 0.061 |
| 2019 | 0.137 | 0.029 | 0.027 | 0.068 |
| 2018 | 0.020 | 0.158 | 0.128 | -0.119 |
| 2017 | 0.104 | 0.040 | -0.024 | 0.017 |
| 2016 | -0.051 | 0.107 | 0.050 | -0.035 |
| 2015 | 0.172 | -0.065 | -0.083 | 0.103 |
| 2014 | 0.056 | 0.036 | 0.053 | 0.175 |
| 2013 | 0.145 | -0.029 | -0.025 | 0.066 |
| 2012 | 0.097 | 0.049 | 0.031 | -0.020 |
| 2011 | 0.000 | 0.011 | -0.095 | 0.030 |
| 2010 | 0.114 | -0.031 | -0.043 | 0.099 |
| 2009 | 0.103 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.003 |
| 5 years | 0.046 |
| 10 years | 0.083 |