Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0.268 | 20 |
| 1 month | 0.010 | -0.018 | 60 |
| 3 months | 0.095 | 0.045 | 68 |
| 1 year | 0.043 | 0.710 | 8 |
| 3 years | 0.088 | 0.094 | 22 |
| 5 years | 0.151 | 0.122 | 30 |
| 10 years | 0.092 | 0.100 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.153 | — |
| 2022 | -0.070 | — |
| 2021 | 0.306 | — |
| 2020 | 0.037 | 0.040 |
| 2019 | 0.260 | 0.214 |
| 2018 | -0.119 | -0.155 |
| 2017 | 0.123 | 0.085 |
| 2016 | 0.264 | 0.260 |
| 2015 | -0.067 | -0.067 |
| 2014 | 0.120 | 0.033 |
| 2013 | 0.341 | 0.362 |
| 2012 | 0.185 | 0.160 |
| 2011 | -0.025 | -0.045 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.037 | — | — |
| 2024 | 0.041 | -0.035 | 0.095 | 0.015 |
| 2023 | 0.025 | 0.045 | -0.052 | 0.136 |
| 2022 | -0.006 | -0.135 | -0.040 | 0.127 |
| 2021 | 0.184 | 0.038 | -0.016 | 0.080 |
| 2020 | -0.351 | 0.217 | 0.020 | 0.286 |
| 2019 | 0.140 | 0.025 | 0.004 | 0.074 |
| 2018 | -0.030 | 0.053 | 0.038 | -0.169 |
| 2017 | 0.027 | 0.005 | 0.033 | 0.054 |
| 2016 | 0.063 | 0.037 | 0.045 | 0.098 |
| 2015 | 0.028 | -0.012 | -0.102 | 0.022 |
| 2014 | 0.040 | 0.058 | -0.047 | 0.069 |
| 2013 | 0.148 | 0.010 | 0.070 | 0.082 |
| 2012 | 0.129 | -0.041 | 0.048 | 0.045 |
| 2011 | 0.089 | -0.022 | -0.210 | 0.158 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.088 |
| 5 years | 0.151 |
| 10 years | 0.092 |