Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 15 |
| 1 month | 0.030 | 0 | 50 |
| 3 months | 0.030 | 0 | 23 |
| 1 year | 0.078 | 0 | 32 |
| 3 years | 0.113 | 0 | 98 |
| 5 years | 0.168 | 0 | 97 |
| 10 years | 0.120 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.220 | — |
| 2022 | -0.120 | — |
| 2021 | 0.245 | — |
| 2020 | 0.205 | — |
| 2019 | 0.148 | — |
| 2018 | 0.027 | — |
| 2017 | 0.374 | — |
| 2016 | -0.007 | — |
| 2015 | 0.067 | — |
| 2014 | 0.662 | — |
| 2013 | 0.165 | — |
| 2012 | 0.337 | — |
| 2011 | -0.148 | — |
| 2010 | 0.300 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.067 | 0.081 | 0.093 | -0.068 |
| 2023 | -0.065 | 0.169 | 0.013 | 0.102 |
| 2022 | -0.073 | -0.149 | 0.135 | -0.016 |
| 2021 | 0.024 | 0.096 | 0.135 | -0.021 |
| 2020 | -0.217 | 0.125 | 0.073 | 0.276 |
| 2019 | 0.020 | 0.048 | 0.022 | 0.051 |
| 2018 | -0.035 | 0.066 | -0.028 | 0.026 |
| 2017 | 0.136 | 0.060 | 0.057 | 0.080 |
| 2016 | -0.047 | 0.079 | 0.050 | -0.081 |
| 2015 | 0.083 | -0.012 | -0.002 | 0.000 |
| 2014 | 0.110 | 0.200 | 0.128 | 0.106 |
| 2013 | -0.044 | 0.049 | -0.008 | 0.173 |
| 2012 | 0.129 | 0.024 | 0.113 | 0.039 |
| 2011 | -0.045 | 0.036 | -0.069 | -0.075 |
| 2010 | 0.084 | 0.050 | 0.127 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.113 |
| 5 years | 0.168 |
| 10 years | 0.120 |