Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | — |
| 1 month | -0.046 | 0 | — |
| 3 months | -0.116 | 0 | — |
| 1 year | 0.054 | 0 | — |
| 3 years | 0.140 | 0 | — |
| 5 years | 0.104 | 0 | — |
| 10 years | 0.141 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | 0.474 | — |
| 2022 | -0.338 | — |
| 2021 | 0.177 | — |
| 2020 | 0.327 | — |
| 2019 | 0.245 | — |
| 2018 | 0.117 | — |
| 2017 | 0.285 | — |
| 2016 | -0.022 | — |
| 2015 | 0.341 | — |
| 2014 | 0.198 | — |
| 2013 | 0.514 | — |
| 2012 | 0.165 | — |
| 2011 | 0.043 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.144 | 0.011 | 0.026 | 0.050 |
| 2023 | 0.167 | 0.139 | -0.003 | 0.111 |
| 2022 | -0.131 | -0.226 | 0.024 | -0.038 |
| 2021 | -0.006 | 0.108 | 0.029 | 0.039 |
| 2020 | -0.056 | 0.232 | 0.101 | 0.036 |
| 2019 | 0.138 | 0.021 | -0.002 | 0.073 |
| 2018 | 0.083 | 0.083 | 0.047 | -0.090 |
| 2017 | 0.096 | 0.055 | 0.028 | 0.081 |
| 2016 | -0.116 | -0.005 | 0.092 | 0.018 |
| 2015 | 0.161 | -0.007 | 0.017 | 0.145 |
| 2014 | 0.029 | 0.008 | 0.069 | 0.080 |
| 2013 | 0.104 | 0.073 | 0.098 | 0.164 |
| 2012 | 0.164 | -0.033 | 0.029 | 0.006 |
| 2011 | 0.032 | 0.004 | -0.060 | 0.072 |
| 2010 | 0.100 | 0.081 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.140 |
| 5 years | 0.104 |
| 10 years | 0.141 |