Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 43 |
| 1 month | 0.029 | 0 | 27 |
| 3 months | 0.074 | 0 | 41 |
| 1 year | 0.059 | 0 | 44 |
| 3 years | 0.156 | 0 | 50 |
| 5 years | 0.170 | 0 | 52 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.189 | — |
| 2022 | 0.039 | — |
| 2021 | 0.204 | — |
| 2020 | 0.143 | — |
| 2019 | 0.106 | — |
| 2018 | 0.013 | — |
| 2017 | 0.271 | — |
| 2016 | 0.052 | — |
| 2015 | 0.026 | — |
| 2014 | 0.302 | — |
| 2013 | 0.092 | — |
| 2012 | 0.249 | — |
| 2011 | -0.177 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.074 | — | — |
| 2024 | 0.024 | 0.069 | 0.068 | -0.064 |
| 2023 | -0.025 | 0.091 | 0.027 | 0.087 |
| 2022 | 0.003 | -0.075 | 0.080 | 0.038 |
| 2021 | 0.041 | 0.060 | 0.095 | -0.005 |
| 2020 | -0.217 | 0.145 | 0.069 | 0.192 |
| 2019 | 0.051 | 0.013 | -0.004 | 0.043 |
| 2018 | -0.035 | 0.041 | 0.011 | -0.004 |
| 2017 | 0.104 | 0.039 | 0.036 | 0.069 |
| 2016 | -0.022 | 0.066 | 0.053 | -0.042 |
| 2015 | 0.044 | -0.002 | -0.024 | 0.009 |
| 2014 | 0.057 | 0.124 | 0.049 | 0.043 |
| 2013 | -0.026 | 0.033 | -0.003 | 0.089 |
| 2012 | 0.110 | 0.005 | 0.072 | 0.045 |
| 2011 | -0.027 | -0.026 | -0.101 | -0.034 |
| 2010 | 0.023 | 0.121 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.156 |
| 5 years | 0.170 |
| 10 years | 0.112 |