Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.053 | 0 | — |
| 1 year | 0.161 | 0 | — |
| 3 years | 0.104 | 0 | — |
| 5 years | 0.106 | 0 | — |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.144 | — |
| 2022 | -0.025 | — |
| 2021 | 0.028 | — |
| 2020 | -0.102 | — |
| 2019 | -0.007 | — |
| 2018 | -0.030 | — |
| 2017 | 0.019 | — |
| 2016 | -0.024 | — |
| 2015 | 0.024 | — |
| 2014 | 0.028 | — |
| 2013 | 0.333 | — |
| 2012 | 0.068 | — |
| 2011 | -0.068 | — |
| 2010 | -0.007 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.094 | — | — | — |
| 2024 | 0.039 | 0.040 | 0.038 | 0.000 |
| 2023 | 0.054 | 0.038 | 0.004 | 0.042 |
| 2022 | 0.022 | -0.033 | -0.059 | 0.048 |
| 2021 | 0.077 | -0.015 | -0.010 | -0.022 |
| 2020 | -0.241 | 0.016 | -0.011 | 0.176 |
| 2019 | -0.001 | -0.018 | -0.029 | 0.042 |
| 2018 | 0.036 | 0.004 | 0.002 | -0.071 |
| 2017 | 0.046 | -0.036 | 0.010 | 0.001 |
| 2016 | -0.025 | -0.073 | 0.053 | 0.026 |
| 2015 | 0.091 | -0.044 | -0.075 | 0.060 |
| 2014 | 0.059 | -0.004 | -0.016 | -0.010 |
| 2013 | 0.013 | 0.044 | 0.170 | 0.077 |
| 2012 | 0.029 | -0.063 | 0.055 | 0.050 |
| 2011 | 0.049 | -0.009 | -0.100 | -0.004 |
| 2010 | 0.007 | -0.048 | 0.034 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.161 |
| 3 years | 0.104 |
| 5 years | 0.106 |
| 10 years | 0.014 |