Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 73 |
| 1 month | -0.004 | 0 | 67 |
| 3 months | 0.012 | 0 | 67 |
| 1 year | 0.094 | 0 | 67 |
| 3 years | 0.034 | 0 | 73 |
| 5 years | 0.047 | 0 | 72 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.051 | — |
| 2022 | -0.201 | — |
| 2021 | 0.020 | — |
| 2020 | 0.155 | — |
| 2019 | 0.207 | — |
| 2018 | -0.117 | — |
| 2017 | 0.291 | — |
| 2016 | 0.013 | — |
| 2015 | -0.013 | — |
| 2014 | 0.022 | — |
| 2013 | 0.179 | — |
| 2012 | 0.175 | — |
| 2011 | -0.139 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.041 | 0.029 | 0.095 | -0.055 |
| 2023 | 0.059 | -0.012 | -0.047 | 0.054 |
| 2022 | -0.084 | -0.090 | -0.127 | 0.097 |
| 2021 | 0.025 | 0.045 | -0.051 | 0.002 |
| 2020 | -0.169 | 0.145 | 0.061 | 0.143 |
| 2019 | 0.114 | 0.016 | -0.014 | 0.081 |
| 2018 | -0.001 | -0.011 | 0.002 | -0.108 |
| 2017 | 0.079 | 0.057 | 0.062 | 0.066 |
| 2016 | -0.027 | 0.001 | 0.068 | -0.026 |
| 2015 | 0.049 | 0.028 | -0.128 | 0.050 |
| 2014 | -0.015 | 0.040 | -0.017 | 0.014 |
| 2013 | 0.041 | -0.007 | 0.078 | 0.058 |
| 2012 | 0.111 | -0.054 | 0.065 | 0.049 |
| 2011 | 0.015 | -0.005 | -0.181 | 0.042 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.034 |
| 5 years | 0.047 |
| 10 years | 0.033 |