Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | — |
| 1 month | 0.034 | 0 | — |
| 3 months | 0.032 | 0 | — |
| 1 year | 0.068 | 0 | — |
| 3 years | 0.124 | 0 | — |
| 5 years | 0.189 | 0 | — |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.189 | — |
| 2022 | 0.038 | — |
| 2021 | 0.239 | — |
| 2020 | 0.086 | — |
| 2019 | 0.091 | — |
| 2018 | -0.043 | — |
| 2017 | 0.326 | — |
| 2016 | 0.039 | — |
| 2015 | -0.021 | — |
| 2014 | 0.340 | — |
| 2013 | 0.061 | — |
| 2012 | 0.282 | — |
| 2011 | -0.273 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.028 | 0.089 | 0.064 | -0.079 |
| 2023 | -0.041 | 0.102 | 0.028 | 0.095 |
| 2022 | -0.005 | -0.105 | 0.102 | 0.058 |
| 2021 | 0.046 | 0.074 | 0.109 | -0.005 |
| 2020 | -0.311 | 0.167 | 0.085 | 0.245 |
| 2019 | 0.068 | -0.001 | -0.037 | 0.061 |
| 2018 | -0.056 | 0.040 | -0.038 | 0.014 |
| 2017 | 0.145 | 0.020 | 0.038 | 0.093 |
| 2016 | -0.032 | 0.075 | 0.067 | -0.065 |
| 2015 | 0.053 | -0.027 | -0.047 | 0.003 |
| 2014 | 0.063 | 0.149 | 0.036 | 0.059 |
| 2013 | -0.044 | 0.025 | -0.018 | 0.102 |
| 2012 | 0.144 | -0.005 | 0.083 | 0.041 |
| 2011 | -0.076 | -0.019 | -0.115 | -0.093 |
| 2010 | 0.027 | 0.128 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.124 |
| 5 years | 0.189 |
| 10 years | 0.099 |