Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.264 | 0 | 48 |
| 1 month | 0.059 | 0 | 53 |
| 3 months | 0.173 | 0 | 56 |
| 1 year | 0.426 | 0 | 36 |
| 3 years | 0.197 | 0 | 25 |
| 5 years | 0.139 | 0 | 18 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.262 | — |
| 2023 | 0.136 | — |
| 2022 | 0.001 | — |
| 2021 | -0.045 | — |
| 2020 | 0.243 | — |
| 2019 | 0.179 | — |
| 2018 | -0.014 | — |
| 2017 | 0.116 | — |
| 2016 | 0.088 | — |
| 2015 | -0.117 | — |
| 2014 | -0.006 | — |
| 2013 | -0.274 | — |
| 2012 | 0.079 | — |
| 2011 | 0.087 | — |
| 2010 | 0.289 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.193 | — | — | — |
| 2024 | 0.073 | 0.052 | 0.128 | -0.009 |
| 2023 | 0.091 | -0.034 | -0.024 | 0.103 |
| 2022 | 0.075 | -0.065 | -0.081 | 0.083 |
| 2021 | -0.105 | 0.043 | -0.012 | 0.036 |
| 2020 | 0.063 | 0.098 | 0.067 | -0.001 |
| 2019 | 0.011 | 0.086 | 0.055 | 0.018 |
| 2018 | 0.022 | -0.056 | -0.052 | 0.079 |
| 2017 | 0.072 | -0.003 | 0.034 | 0.009 |
| 2016 | 0.165 | 0.067 | -0.001 | -0.123 |
| 2015 | -0.011 | -0.016 | -0.049 | -0.046 |
| 2014 | 0.071 | 0.017 | -0.075 | -0.013 |
| 2013 | -0.036 | -0.255 | 0.115 | -0.093 |
| 2012 | 0.085 | -0.039 | 0.110 | -0.068 |
| 2011 | 0.021 | 0.048 | 0.076 | -0.055 |
| 2010 | 0.024 | 0.115 | 0.050 | 0.075 |
| 2009 | 0.089 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.345 |
| 3 years | 0.174 |
| 5 years | 0.126 |
| 10 years | 0.100 |