Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.150 | 0 | 40 |
| 1 month | 0.063 | 0 | 28 |
| 3 months | 0.114 | 0 | 26 |
| 1 year | 0.288 | 0 | 48 |
| 3 years | 0.143 | 0 | 48 |
| 5 years | 0.137 | 0 | 41 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | 0.027 | — |
| 2022 | 0.045 | — |
| 2021 | 0.124 | — |
| 2020 | -0.098 | — |
| 2019 | 0.141 | — |
| 2018 | -0.066 | — |
| 2017 | 0.248 | — |
| 2016 | 0.027 | — |
| 2015 | -0.073 | — |
| 2014 | 0.100 | — |
| 2013 | 0.060 | — |
| 2012 | 0.240 | — |
| 2011 | -0.157 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.055 | 0.025 | — | — |
| 2024 | 0.005 | 0.066 | 0.096 | 0.061 |
| 2023 | -0.001 | -0.007 | 0.021 | 0.013 |
| 2022 | 0.080 | -0.078 | 0.017 | 0.031 |
| 2021 | 0.100 | 0.008 | 0.012 | 0.002 |
| 2020 | -0.237 | 0.083 | -0.032 | 0.128 |
| 2019 | 0.049 | 0.062 | -0.025 | 0.051 |
| 2018 | 0.028 | -0.044 | 0.015 | -0.063 |
| 2017 | 0.102 | 0.035 | 0.015 | 0.078 |
| 2016 | -0.017 | 0.019 | 0.028 | -0.003 |
| 2015 | 0.034 | -0.001 | -0.127 | 0.029 |
| 2014 | -0.005 | 0.061 | 0.013 | 0.029 |
| 2013 | 0.050 | -0.026 | 0.026 | 0.010 |
| 2012 | 0.147 | -0.015 | 0.068 | 0.028 |
| 2011 | -0.018 | 0.001 | -0.134 | -0.010 |
| 2010 | 0.073 | 0.063 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.288 |
| 3 years | 0.143 |
| 5 years | 0.137 |
| 10 years | 0.069 |