Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 86 |
| 1 month | 0.041 | 0 | 7 |
| 3 months | 0.015 | 0 | 89 |
| 1 year | 0.065 | 0 | 49 |
| 3 years | 0.167 | 0 | 6 |
| 5 years | 0.220 | 0 | 13 |
| 10 years | 0.129 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.235 | — |
| 2022 | 0.111 | — |
| 2021 | 0.250 | — |
| 2020 | 0.182 | — |
| 2019 | 0.106 | — |
| 2018 | 0.005 | — |
| 2017 | 0.290 | — |
| 2016 | 0.020 | — |
| 2015 | -0.018 | — |
| 2014 | 0.352 | — |
| 2013 | 0.038 | — |
| 2012 | 0.233 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.062 | 0.109 | 0.058 | -0.062 |
| 2023 | -0.040 | 0.123 | 0.035 | 0.107 |
| 2022 | 0.009 | -0.058 | 0.110 | 0.052 |
| 2021 | 0.035 | 0.084 | 0.116 | -0.002 |
| 2020 | -0.221 | 0.146 | 0.115 | 0.187 |
| 2019 | 0.052 | 0.010 | -0.015 | 0.057 |
| 2018 | -0.055 | 0.054 | 0.011 | -0.001 |
| 2017 | 0.126 | 0.051 | 0.012 | 0.077 |
| 2016 | -0.039 | 0.070 | 0.063 | -0.067 |
| 2015 | 0.035 | -0.010 | -0.033 | -0.009 |
| 2014 | 0.060 | 0.151 | 0.057 | 0.048 |
| 2013 | -0.056 | 0.028 | -0.021 | 0.093 |
| 2012 | 0.105 | -0.006 | 0.083 | 0.037 |
| 2011 | -0.024 | -0.099 | -0.064 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.167 |
| 5 years | 0.220 |
| 10 years | 0.129 |