Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 84 |
| 1 month | -0.031 | 0 | 78 |
| 3 months | -0.047 | 0 | 90 |
| 1 year | 0.022 | 0 | 74 |
| 3 years | 0.033 | 0 | 57 |
| 5 years | 0.044 | 0 | 33 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.113 | — |
| 2022 | -0.129 | — |
| 2021 | 0.049 | — |
| 2020 | 0.002 | — |
| 2019 | 0.119 | — |
| 2018 | -0.037 | — |
| 2017 | -0.009 | — |
| 2016 | 0.165 | — |
| 2015 | 0.014 | — |
| 2014 | 0.065 | — |
| 2013 | 0.085 | — |
| 2012 | 0.097 | — |
| 2011 | 0.012 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.044 | 0.009 | -0.009 | 0.063 |
| 2023 | 0.020 | 0.035 | 0.018 | 0.036 |
| 2022 | -0.045 | -0.087 | 0.015 | -0.015 |
| 2021 | 0.011 | 0.037 | 0.009 | -0.009 |
| 2020 | -0.143 | 0.097 | 0.021 | 0.044 |
| 2019 | 0.051 | 0.028 | 0.033 | 0.002 |
| 2018 | -0.021 | 0.019 | 0.015 | -0.049 |
| 2017 | -0.001 | 0 | 0.003 | -0.011 |
| 2016 | -0.023 | 0.047 | 0.057 | 0.078 |
| 2015 | 0.052 | -0.023 | 0.010 | -0.022 |
| 2014 | 0.024 | 0.015 | 0.002 | 0.022 |
| 2013 | 0.039 | -0.004 | 0.011 | 0.037 |
| 2012 | 0.031 | 0.013 | 0.023 | 0.026 |
| 2011 | 0.009 | -0.017 | -0.012 | 0.034 |
| 2010 | 0.014 | -0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.015 |
| 5 years | 0.033 |
| 10 years | 0.024 |