Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 4 |
| 1 month | 0.013 | 0 | 5 |
| 3 months | 0.026 | 0 | 4 |
| 1 year | 0.124 | 0 | 5 |
| 3 years | 0.074 | 0 | 39 |
| 5 years | 0.097 | 0 | 62 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.119 | — |
| 2022 | -0.131 | — |
| 2021 | 0.214 | — |
| 2020 | -0.081 | — |
| 2019 | 0.191 | — |
| 2018 | -0.136 | — |
| 2017 | 0.118 | — |
| 2016 | -0.029 | — |
| 2015 | 0.144 | — |
| 2014 | 0.118 | — |
| 2013 | 0.224 | — |
| 2012 | 0.162 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.071 | — | — | — |
| 2024 | 0.071 | 0.021 | 0.040 | -0.026 |
| 2023 | 0.070 | 0.014 | -0.016 | 0.049 |
| 2022 | -0.056 | -0.090 | -0.059 | 0.075 |
| 2021 | 0.077 | 0.066 | -0.003 | 0.061 |
| 2020 | -0.239 | 0.111 | 0.034 | 0.050 |
| 2019 | 0.122 | -0.010 | 0.032 | 0.040 |
| 2018 | -0.047 | 0.047 | -0.010 | -0.125 |
| 2017 | 0.057 | 0.022 | 0.019 | 0.016 |
| 2016 | -0.057 | -0.026 | 0.044 | 0.012 |
| 2015 | 0.161 | -0.030 | -0.053 | 0.072 |
| 2014 | 0.034 | 0.044 | 0.009 | 0.026 |
| 2013 | 0.096 | -0.007 | 0.046 | 0.076 |
| 2012 | 0.067 | 0.004 | 0.080 | 0.004 |
| 2011 | -0.100 | 0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.074 |
| 5 years | 0.097 |
| 10 years | 0.037 |