Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 79 |
| 1 month | -0.007 | 0 | 69 |
| 3 months | -0.040 | 0 | 89 |
| 1 year | 0.005 | 0 | 96 |
| 3 years | 0.025 | 0 | 24 |
| 5 years | 0.029 | 0 | 23 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.074 | — |
| 2022 | -0.065 | — |
| 2021 | 0.051 | — |
| 2020 | 0.012 | — |
| 2019 | 0.104 | — |
| 2018 | -0.073 | — |
| 2017 | 0.060 | — |
| 2016 | -0.047 | — |
| 2015 | -0.002 | — |
| 2014 | 0.076 | — |
| 2013 | 0.053 | — |
| 2012 | 0.100 | — |
| 2011 | -0.019 | — |
| 2010 | 0.099 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.038 | 0.005 | 0.029 | -0.012 |
| 2023 | 0.006 | 0.031 | -0.006 | 0.041 |
| 2022 | -0.051 | 0.030 | -0.011 | -0.034 |
| 2021 | 0.003 | 0.017 | -0.007 | 0.038 |
| 2020 | -0.077 | 0.044 | 0.010 | 0.040 |
| 2019 | 0.042 | 0.020 | 0.023 | 0.015 |
| 2018 | -0.015 | -0.015 | -0.004 | -0.041 |
| 2017 | 0.027 | 0.002 | 0.007 | 0.022 |
| 2016 | -0.046 | 0.000 | 0.019 | -0.019 |
| 2015 | 0.033 | -0.015 | -0.038 | 0.019 |
| 2014 | 0.009 | 0.028 | 0.010 | 0.026 |
| 2013 | 0.027 | -0.009 | 0.011 | 0.023 |
| 2012 | 0.025 | 0.000 | 0.044 | 0.027 |
| 2011 | -0.001 | 0.005 | -0.043 | 0.021 |
| 2010 | 0.055 | -0.001 | 0.024 | 0.019 |
| 2009 | 0.023 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.015 |
| 5 years | 0.023 |
| 10 years | 0.007 |