Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 53 |
| 1 month | -0.028 | 0 | 78 |
| 3 months | -0.058 | 0 | 63 |
| 1 year | -0.014 | 0 | 89 |
| 3 years | 0.046 | 0 | 16 |
| 5 years | 0.115 | 0 | 3 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.143 | — |
| 2022 | -0.055 | — |
| 2021 | 0.157 | — |
| 2020 | -0.027 | — |
| 2019 | 0.230 | — |
| 2018 | -0.064 | — |
| 2017 | 0.044 | — |
| 2016 | 0.002 | — |
| 2015 | 0.101 | — |
| 2014 | 0.088 | — |
| 2013 | 0.243 | — |
| 2012 | 0.066 | — |
| 2011 | -0.071 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.108 | 0.004 | -0.026 | 0.020 |
| 2023 | -0.006 | 0.075 | -0.003 | 0.073 |
| 2022 | 0.023 | -0.073 | -0.048 | 0.046 |
| 2021 | 0.072 | 0.071 | 0.006 | 0.002 |
| 2020 | -0.325 | 0.216 | 0.044 | 0.136 |
| 2019 | 0.089 | 0.020 | 0.041 | 0.063 |
| 2018 | -0.036 | 0.063 | 0.016 | -0.102 |
| 2017 | 0.026 | -0.021 | 0.036 | 0.004 |
| 2016 | -0.074 | 0.021 | -0.010 | 0.070 |
| 2015 | 0.148 | -0.035 | -0.056 | 0.053 |
| 2014 | 0.055 | 0.010 | 0.001 | 0.021 |
| 2013 | 0.065 | -0.010 | 0.089 | 0.083 |
| 2012 | 0.035 | 0.037 | -0.006 | -0.001 |
| 2011 | -0.023 | 0.003 | -0.127 | 0.086 |
| 2010 | -0.002 | 0.066 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.046 |
| 5 years | 0.115 |
| 10 years | 0.045 |