Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 6 |
| 1 month | 0.029 | 0 | 27 |
| 3 months | 0.031 | 0 | 27 |
| 1 year | 0.078 | 0 | 37 |
| 3 years | 0.113 | 0 | 66 |
| 5 years | 0.168 | 0 | 52 |
| 10 years | 0.104 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.166 | — |
| 2022 | 0.042 | — |
| 2021 | 0.199 | — |
| 2020 | 0.174 | — |
| 2019 | 0.086 | — |
| 2018 | -0.010 | — |
| 2017 | 0.242 | — |
| 2016 | 0.048 | — |
| 2015 | 0.009 | — |
| 2014 | 0.311 | — |
| 2013 | 0.087 | — |
| 2012 | 0.236 | — |
| 2011 | -0.180 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.035 | 0.055 | 0.061 | -0.059 |
| 2023 | -0.025 | 0.079 | 0.025 | 0.081 |
| 2022 | 0.008 | -0.074 | 0.071 | 0.042 |
| 2021 | 0.036 | 0.063 | 0.095 | -0.005 |
| 2020 | -0.197 | 0.150 | 0.076 | 0.182 |
| 2019 | 0.054 | 0.012 | -0.002 | 0.020 |
| 2018 | -0.037 | 0.023 | -0.003 | 0.008 |
| 2017 | 0.081 | 0.037 | 0.025 | 0.081 |
| 2016 | -0.024 | 0.067 | 0.062 | -0.053 |
| 2015 | 0.035 | -0.002 | -0.018 | -0.005 |
| 2014 | 0.062 | 0.119 | 0.059 | 0.042 |
| 2013 | -0.032 | 0.024 | -0.012 | 0.109 |
| 2012 | 0.108 | 0.006 | 0.070 | 0.037 |
| 2011 | -0.036 | -0.013 | -0.082 | -0.060 |
| 2010 | 0.021 | 0.102 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.113 |
| 5 years | 0.168 |
| 10 years | 0.104 |