Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 45 |
| 1 month | -0.020 | 0 | 85 |
| 3 months | 0.038 | 0 | 56 |
| 1 year | 0.026 | 0 | 40 |
| 3 years | 0.182 | 0 | 17 |
| 5 years | 0.202 | 0 | 29 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.202 | — |
| 2023 | 0.254 | — |
| 2022 | 0.053 | — |
| 2021 | 0.271 | — |
| 2020 | 0.127 | — |
| 2019 | 0.104 | — |
| 2018 | -0.001 | — |
| 2017 | 0.261 | — |
| 2016 | 0.002 | — |
| 2015 | 0.022 | — |
| 2014 | 0.384 | — |
| 2013 | 0.075 | — |
| 2012 | 0.205 | — |
| 2011 | -0.240 | — |
| 2010 | 0.189 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.081 | — | — |
| 2024 | 0.059 | 0.090 | 0.083 | -0.039 |
| 2023 | -0.012 | 0.101 | 0.055 | 0.093 |
| 2022 | -0.007 | -0.063 | 0.084 | 0.044 |
| 2021 | 0.054 | 0.085 | 0.080 | 0.028 |
| 2020 | -0.210 | 0.128 | 0.064 | 0.189 |
| 2019 | 0.034 | 0.020 | -0.003 | 0.050 |
| 2018 | -0.045 | 0.035 | 0.007 | 0.003 |
| 2017 | 0.120 | 0.023 | 0.033 | 0.066 |
| 2016 | -0.020 | 0.040 | 0.060 | -0.073 |
| 2015 | 0.025 | -0.006 | 0.015 | -0.012 |
| 2014 | 0.028 | 0.176 | 0.063 | 0.077 |
| 2013 | -0.053 | 0.022 | -0.003 | 0.115 |
| 2012 | 0.152 | 0.030 | 0.034 | -0.017 |
| 2011 | -0.035 | -0.028 | -0.127 | -0.072 |
| 2010 | 0.011 | 0.017 | 0.142 | 0.012 |
| 2009 | 0.027 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.182 |
| 5 years | 0.202 |
| 10 years | 0.121 |