Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.135 | 0 | 93 |
| 1 month | -0.032 | 0 | 24 |
| 3 months | -0.137 | 0 | 84 |
| 1 year | 0.225 | 0 | 54 |
| 3 years | 0.104 | 0 | 16 |
| 5 years | 0.116 | 0 | 10 |
| 10 years | 0.177 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.522 | — |
| 2023 | 0.277 | — |
| 2022 | -0.331 | — |
| 2021 | 0.288 | — |
| 2020 | 0.506 | — |
| 2019 | 0.317 | — |
| 2018 | -0.023 | — |
| 2017 | 0.246 | — |
| 2016 | 0.219 | — |
| 2015 | 0.297 | — |
| 2014 | 0.296 | — |
| 2013 | 0.331 | — |
| 2012 | 0.055 | — |
| 2011 | 0.130 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.106 | — | — | — |
| 2024 | 0.066 | 0.206 | 0.068 | 0.108 |
| 2023 | 0.059 | 0.074 | 0.015 | 0.106 |
| 2022 | -0.108 | -0.201 | -0.037 | -0.025 |
| 2021 | 0.053 | 0.078 | 0.049 | 0.081 |
| 2020 | 0.107 | 0.232 | 0.089 | 0.014 |
| 2019 | 0.142 | 0.036 | 0.031 | 0.080 |
| 2018 | -0.050 | 0.143 | 0.036 | -0.132 |
| 2017 | -0.006 | 0.013 | 0.054 | 0.174 |
| 2016 | -0.035 | 0.028 | 0.151 | 0.068 |
| 2015 | 0.066 | 0.028 | 0.019 | 0.160 |
| 2014 | -0.029 | 0.064 | 0.110 | 0.131 |
| 2013 | 0.019 | 0.076 | 0.107 | 0.096 |
| 2012 | 0.107 | -0.020 | 0.042 | -0.066 |
| 2011 | 0.002 | -0.038 | 0.101 | 0.064 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.225 |
| 3 years | 0.104 |
| 5 years | 0.116 |
| 10 years | 0.177 |