Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 59 |
| 1 month | 0.047 | 0 | 5 |
| 3 months | 0.030 | 0 | 29 |
| 1 year | 0.047 | 0 | 81 |
| 3 years | 0.142 | 0 | 32 |
| 5 years | 0.226 | 0 | 11 |
| 10 years | 0.122 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.242 | — |
| 2022 | 0.084 | — |
| 2021 | 0.268 | — |
| 2020 | 0.179 | — |
| 2019 | 0.093 | — |
| 2018 | -0.015 | — |
| 2017 | 0.261 | — |
| 2016 | 0.067 | — |
| 2015 | -0.025 | — |
| 2014 | 0.267 | — |
| 2013 | 0.060 | — |
| 2012 | 0.186 | — |
| 2011 | -0.207 | — |
| 2010 | 0.151 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.013 | 0.107 | 0.052 | -0.069 |
| 2023 | -0.055 | 0.128 | 0.075 | 0.084 |
| 2022 | 0.019 | -0.123 | 0.123 | 0.080 |
| 2021 | 0.069 | 0.086 | 0.107 | -0.013 |
| 2020 | -0.306 | 0.230 | 0.082 | 0.276 |
| 2019 | 0.075 | 0.000 | -0.028 | 0.046 |
| 2018 | -0.063 | 0.030 | 0.005 | 0.016 |
| 2017 | 0.123 | 0.022 | 0.017 | 0.080 |
| 2016 | -0.021 | 0.069 | 0.061 | -0.040 |
| 2015 | 0.025 | -0.020 | -0.020 | -0.008 |
| 2014 | 0.051 | 0.114 | 0.037 | 0.043 |
| 2013 | -0.018 | 0.015 | -0.006 | 0.070 |
| 2012 | 0.084 | -0.006 | 0.072 | 0.026 |
| 2011 | -0.054 | -0.039 | -0.089 | -0.042 |
| 2010 | 0.038 | 0.007 | 0.115 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.142 |
| 5 years | 0.226 |
| 10 years | 0.122 |