Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | — |
| 1 month | -0.035 | 0 | — |
| 3 months | -0.105 | 0 | — |
| 1 year | -0.032 | 0 | — |
| 3 years | 0.016 | 0 | — |
| 5 years | 0.048 | 0 | — |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.135 | — |
| 2022 | -0.169 | — |
| 2021 | 0.120 | — |
| 2020 | 0.046 | — |
| 2019 | 0.227 | — |
| 2018 | -0.035 | — |
| 2017 | 0.076 | — |
| 2016 | -0.042 | — |
| 2015 | 0.143 | — |
| 2014 | 0.157 | — |
| 2013 | 0.212 | — |
| 2012 | 0.129 | — |
| 2011 | -0.060 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.094 | 0.015 | 0.019 | -0.017 |
| 2023 | 0.063 | 0.024 | -0.049 | 0.096 |
| 2022 | -0.064 | -0.091 | -0.046 | 0.024 |
| 2021 | 0.047 | 0.035 | 0.011 | 0.023 |
| 2020 | -0.164 | 0.109 | 0.042 | 0.083 |
| 2019 | 0.122 | 0.018 | 0.034 | 0.040 |
| 2018 | -0.041 | 0.037 | 0.045 | -0.072 |
| 2017 | 0.052 | 0.000 | -0.007 | 0.031 |
| 2016 | -0.081 | -0.005 | 0.019 | 0.027 |
| 2015 | 0.161 | 0.030 | -0.116 | 0.081 |
| 2014 | -0.011 | 0.044 | 0.032 | 0.086 |
| 2013 | 0.083 | 0.009 | 0.051 | 0.056 |
| 2012 | 0.077 | -0.010 | 0.074 | -0.014 |
| 2011 | 0.007 | -0.027 | -0.111 | 0.078 |
| 2010 | 0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | 0.016 |
| 5 years | 0.048 |
| 10 years | 0.032 |