Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 62 |
| 1 month | -0.004 | 0 | 63 |
| 3 months | -0.056 | 0 | 67 |
| 1 year | 0.009 | 0 | 76 |
| 3 years | 0.071 | 0 | 59 |
| 5 years | 0.069 | 0 | 69 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.146 | — |
| 2022 | -0.121 | — |
| 2021 | 0.094 | — |
| 2020 | 0.040 | — |
| 2019 | 0.218 | — |
| 2018 | -0.096 | — |
| 2017 | 0.088 | — |
| 2016 | 0.052 | — |
| 2015 | 0.209 | — |
| 2014 | 0.084 | — |
| 2013 | 0.209 | — |
| 2012 | 0.065 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.135 | -0.031 | 0.013 | 0.033 |
| 2023 | 0.035 | 0.068 | 0.007 | 0.030 |
| 2022 | -0.055 | -0.089 | -0.015 | 0.037 |
| 2021 | 0.059 | -0.014 | 0.063 | -0.014 |
| 2020 | -0.156 | 0.098 | 0.018 | 0.102 |
| 2019 | 0.090 | -0.005 | 0.073 | 0.046 |
| 2018 | -0.030 | 0.039 | 0.041 | -0.138 |
| 2017 | 0.027 | -0.006 | 0.001 | 0.065 |
| 2016 | -0.105 | 0.031 | 0.081 | 0.055 |
| 2015 | 0.240 | -0.012 | -0.124 | 0.127 |
| 2014 | -0.060 | 0.072 | 0.059 | 0.015 |
| 2013 | 0.140 | 0.026 | 0.036 | -0.002 |
| 2012 | 0.086 | -0.019 | -0.040 | 0.042 |
| 2011 | -0.002 | 0 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.053 |
| 5 years | 0.059 |
| 10 years | 0.040 |