Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 24 |
| 1 month | 0.020 | 0 | 3 |
| 3 months | 0.033 | 0 | 24 |
| 1 year | 0.348 | 0 | 5 |
| 3 years | 0.228 | 0 | 2 |
| 5 years | 0.385 | 0 | 2 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.632 | — |
| 2023 | -0.033 | — |
| 2022 | 0.626 | — |
| 2021 | 0.363 | — |
| 2020 | -0.084 | — |
| 2019 | 0.082 | — |
| 2018 | -0.332 | — |
| 2017 | -0.087 | — |
| 2016 | 0.420 | — |
| 2015 | -0.298 | — |
| 2014 | -0.228 | — |
| 2013 | -0.143 | — |
| 2012 | -0.202 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.172 | -0.005 | 0.071 | 0.307 |
| 2023 | 0.005 | -0.013 | 0.064 | -0.083 |
| 2022 | 0.323 | 0.060 | 0.123 | 0.033 |
| 2021 | 0.125 | 0.112 | 0.024 | 0.063 |
| 2020 | -0.492 | 0.419 | 0.024 | 0.241 |
| 2019 | 0.113 | -0.043 | -0.090 | 0.116 |
| 2018 | -0.165 | 0.113 | -0.060 | -0.235 |
| 2017 | -0.074 | -0.097 | 0.028 | 0.063 |
| 2016 | 0.079 | 0.182 | 0.053 | 0.058 |
| 2015 | -0.007 | -0.055 | -0.212 | -0.050 |
| 2014 | 0.059 | 0.132 | -0.120 | -0.268 |
| 2013 | -0.082 | -0.145 | 0.032 | 0.059 |
| 2012 | 0.011 | -0.273 | 0.160 | -0.064 |
| 2011 | -0.150 | -0.195 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.348 |
| 3 years | 0.228 |
| 5 years | 0.385 |
| 10 years | 0.080 |