Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 2 |
| 1 month | 0.031 | 0 | 49 |
| 3 months | 0.024 | 0 | 42 |
| 1 year | 0.077 | 0 | 24 |
| 3 years | 0.127 | 0 | 91 |
| 5 years | 0.175 | 0 | 98 |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.194 | — |
| 2022 | 0.043 | — |
| 2021 | 0.183 | — |
| 2020 | 0.144 | — |
| 2019 | 0.127 | — |
| 2018 | -0.067 | — |
| 2017 | 0.343 | — |
| 2016 | 0.057 | — |
| 2015 | 0.031 | — |
| 2014 | 0.426 | — |
| 2013 | 0.023 | — |
| 2012 | 0.314 | — |
| 2011 | -0.228 | — |
| 2010 | 0.233 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.025 | 0.080 | 0.064 | -0.069 |
| 2023 | -0.037 | 0.097 | 0.029 | 0.099 |
| 2022 | -0.010 | -0.073 | 0.086 | 0.046 |
| 2021 | 0.041 | 0.051 | 0.092 | -0.010 |
| 2020 | -0.253 | 0.166 | 0.100 | 0.193 |
| 2019 | 0.062 | 0.014 | -0.001 | 0.046 |
| 2018 | -0.067 | 0.015 | -0.015 | 0.001 |
| 2017 | 0.141 | 0.041 | 0.044 | 0.083 |
| 2016 | -0.026 | 0.091 | 0.070 | -0.071 |
| 2015 | 0.071 | -0.004 | -0.028 | -0.005 |
| 2014 | 0.051 | 0.179 | 0.062 | 0.084 |
| 2013 | -0.067 | 0.018 | -0.022 | 0.101 |
| 2012 | 0.141 | 0.002 | 0.078 | 0.067 |
| 2011 | -0.071 | -0.002 | -0.098 | -0.077 |
| 2010 | 0.022 | 0.041 | 0.138 | 0.019 |
| 2009 | 0.047 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.127 |
| 5 years | 0.175 |
| 10 years | 0.109 |