Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.196 | 0 | — |
| 1 month | 0.008 | 0 | — |
| 3 months | 0.111 | 0 | — |
| 1 year | 0.423 | 0 | — |
| 3 years | 0.215 | 0 | — |
| 5 years | 0.127 | 0 | — |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.364 | — |
| 2023 | 0.094 | — |
| 2022 | 0.054 | — |
| 2021 | -0.055 | — |
| 2020 | 0.212 | — |
| 2019 | 0.110 | — |
| 2018 | 0.055 | — |
| 2017 | 0.045 | — |
| 2016 | 0.042 | — |
| 2015 | 0.054 | — |
| 2014 | 0.062 | — |
| 2013 | -0.239 | — |
| 2012 | 0.033 | — |
| 2011 | 0.112 | — |
| 2010 | 0.214 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.187 | — | — | — |
| 2024 | 0.102 | 0.051 | 0.116 | 0.056 |
| 2023 | 0.074 | -0.047 | -0.015 | 0.086 |
| 2022 | 0.043 | -0.043 | -0.017 | 0.073 |
| 2021 | -0.115 | 0.019 | 0.011 | 0.036 |
| 2020 | 0.125 | 0.085 | 0.035 | -0.040 |
| 2019 | -0.016 | 0.065 | 0.053 | 0.007 |
| 2018 | 0.040 | -0.038 | -0.068 | 0.132 |
| 2017 | 0.070 | -0.034 | -0.011 | 0.022 |
| 2016 | 0.087 | 0.064 | 0.008 | -0.106 |
| 2015 | 0.087 | -0.027 | 0.013 | -0.016 |
| 2014 | 0.106 | -0.006 | -0.047 | 0.014 |
| 2013 | -0.028 | -0.202 | 0.051 | -0.067 |
| 2012 | 0.042 | -0.026 | 0.068 | -0.048 |
| 2011 | -0.022 | 0.039 | 0.173 | -0.067 |
| 2010 | -0.022 | 0.164 | 0.016 | 0.049 |
| 2009 | -0.071 | -0.003 | 0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.423 |
| 3 years | 0.215 |
| 5 years | 0.127 |
| 10 years | 0.109 |