Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 2 |
| 1 month | 0.000 | 0 | 1 |
| 3 months | -0.015 | 0 | 4 |
| 1 year | 0.151 | 0 | 4 |
| 3 years | 0.106 | 0 | 5 |
| 5 years | 0.122 | 0 | 19 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.165 | — |
| 2022 | -0.038 | — |
| 2021 | 0.250 | — |
| 2020 | -0.100 | — |
| 2019 | 0.240 | — |
| 2018 | -0.049 | — |
| 2017 | 0.085 | — |
| 2016 | 0.101 | — |
| 2015 | 0.015 | — |
| 2014 | 0.079 | — |
| 2013 | 0.078 | — |
| 2012 | 0.144 | — |
| 2011 | 0.024 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | 0.096 | -0.013 | 0.079 | 0.000 |
| 2023 | 0.067 | 0.028 | 0.026 | 0.036 |
| 2022 | -0.006 | -0.050 | -0.030 | 0.050 |
| 2021 | 0.101 | 0.036 | 0.039 | 0.055 |
| 2020 | -0.214 | 0.104 | -0.041 | 0.082 |
| 2019 | 0.120 | 0.014 | 0.038 | 0.051 |
| 2018 | -0.066 | 0.073 | 0.056 | -0.101 |
| 2017 | 0.089 | 0.022 | -0.027 | 0.002 |
| 2016 | -0.012 | 0.077 | 0.010 | 0.025 |
| 2015 | 0.104 | -0.008 | -0.133 | 0.069 |
| 2014 | 0.041 | 0.060 | 0.013 | -0.035 |
| 2013 | 0.057 | -0.046 | 0.042 | 0.026 |
| 2012 | 0.063 | 0.023 | 0.075 | -0.021 |
| 2011 | -0.018 | -0.012 | -0.053 | 0.114 |
| 2010 | 0.024 | 0.081 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.151 |
| 3 years | 0.106 |
| 5 years | 0.122 |
| 10 years | 0.068 |