Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0.108 | 74 |
| 1 month | 0.011 | 0.044 | 67 |
| 3 months | 0.117 | 0.070 | 68 |
| 1 year | 0.061 | 0.482 | 73 |
| 3 years | 0.087 | 0.213 | 69 |
| 5 years | 0.074 | 0.202 | 60 |
| 10 years | 0.094 | 0.141 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.196 | — |
| 2022 | -0.241 | — |
| 2021 | 0.150 | — |
| 2020 | 0.262 | 0.393 |
| 2019 | 0.322 | 0.325 |
| 2018 | -0.031 | -0.067 |
| 2017 | 0.247 | 0.239 |
| 2016 | 0.062 | 0.060 |
| 2015 | 0.060 | -0.009 |
| 2014 | 0.130 | 0.070 |
| 2013 | 0.363 | 0.349 |
| 2012 | 0.147 | 0.141 |
| 2011 | -0.017 | -0.040 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.083 | 0.101 | — | — |
| 2024 | 0.090 | -0.044 | 0.063 | 0.006 |
| 2023 | 0.073 | 0.054 | -0.053 | 0.116 |
| 2022 | -0.114 | -0.177 | -0.034 | 0.078 |
| 2021 | 0.027 | 0.071 | 0.005 | 0.041 |
| 2020 | -0.230 | 0.286 | 0.087 | 0.172 |
| 2019 | 0.173 | 0.060 | -0.006 | 0.070 |
| 2018 | 0.035 | 0.011 | 0.073 | -0.137 |
| 2017 | 0.081 | 0.059 | 0.043 | 0.044 |
| 2016 | -0.006 | 0.020 | 0.043 | 0.004 |
| 2015 | 0.068 | 0.015 | -0.066 | 0.047 |
| 2014 | 0.033 | 0.035 | -0.023 | 0.082 |
| 2013 | 0.119 | 0.023 | 0.103 | 0.080 |
| 2012 | 0.135 | -0.045 | 0.040 | 0.017 |
| 2011 | 0.086 | -0.011 | -0.172 | 0.104 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.087 |
| 5 years | 0.074 |
| 10 years | 0.094 |