Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 60 |
| 1 month | 0.021 | 0 | 28 |
| 3 months | 0.099 | 0 | 12 |
| 1 year | 0.149 | 0 | 45 |
| 3 years | 0.112 | 0 | 27 |
| 5 years | 0.073 | 0 | 30 |
| 10 years | 0.105 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.419 | — |
| 2023 | 0.063 | — |
| 2022 | -0.263 | — |
| 2021 | 0.200 | — |
| 2020 | 0.260 | — |
| 2019 | 0.264 | — |
| 2018 | -0.116 | — |
| 2017 | 0.174 | — |
| 2016 | 0.223 | — |
| 2015 | 0.168 | — |
| 2014 | 0.174 | — |
| 2013 | 0.266 | — |
| 2012 | 0.119 | — |
| 2011 | -0.006 | — |
| 2010 | 0.084 | — |
| 2009 | 0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | 0.018 | — | — |
| 2024 | 0.069 | 0.148 | 0.121 | 0.031 |
| 2023 | -0.004 | 0.001 | -0.015 | 0.082 |
| 2022 | -0.087 | -0.159 | -0.068 | 0.030 |
| 2021 | 0.072 | 0.035 | 0.036 | 0.045 |
| 2020 | -0.005 | 0.149 | 0.077 | 0.024 |
| 2019 | 0.124 | 0.035 | 0.040 | 0.044 |
| 2018 | -0.091 | 0.065 | 0.010 | -0.096 |
| 2017 | -0.027 | 0.039 | 0.015 | 0.144 |
| 2016 | -0.025 | 0.048 | 0.140 | 0.050 |
| 2015 | 0.061 | 0.048 | -0.041 | 0.096 |
| 2014 | 0.000 | 0.040 | 0.009 | 0.119 |
| 2013 | 0.022 | 0.058 | 0.109 | 0.055 |
| 2012 | 0.043 | -0.021 | 0.035 | 0.058 |
| 2011 | -0.022 | -0.034 | -0.031 | 0.086 |
| 2010 | -0.016 | -0.052 | 0.085 | 0.071 |
| 2009 | 0.020 | 0.015 | 0.012 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.149 |
| 3 years | 0.112 |
| 5 years | 0.073 |
| 10 years | 0.105 |