Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.078 | 0 | 22 |
| 1 month | -0.039 | 0 | 70 |
| 3 months | 0.078 | 0 | 22 |
| 1 year | 0.053 | 0 | 46 |
| 3 years | 0.128 | 0 | 9 |
| 5 years | 0.158 | 0 | 15 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.217 | — |
| 2022 | -0.093 | — |
| 2021 | 0.230 | — |
| 2020 | -0.033 | — |
| 2019 | 0.277 | — |
| 2018 | -0.126 | — |
| 2017 | 0.089 | — |
| 2016 | 0.028 | — |
| 2015 | 0.077 | — |
| 2014 | 0.031 | — |
| 2013 | 0.219 | — |
| 2012 | 0.169 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.078 | — | — | — |
| 2024 | 0.129 | -0.022 | 0.023 | -0.023 |
| 2023 | 0.140 | 0.037 | -0.050 | 0.084 |
| 2022 | -0.086 | -0.098 | -0.038 | 0.144 |
| 2021 | 0.109 | 0.048 | -0.003 | 0.060 |
| 2020 | -0.251 | 0.176 | -0.015 | 0.115 |
| 2019 | 0.124 | 0.049 | 0.035 | 0.047 |
| 2018 | -0.044 | 0.035 | 0.003 | -0.119 |
| 2017 | 0.067 | -0.001 | 0.041 | -0.019 |
| 2016 | -0.083 | -0.027 | 0.050 | 0.098 |
| 2015 | 0.188 | -0.059 | -0.094 | 0.062 |
| 2014 | 0.021 | 0.040 | 0.001 | -0.030 |
| 2013 | 0.007 | 0.011 | 0.113 | 0.075 |
| 2012 | 0.073 | -0.061 | 0.088 | 0.066 |
| 2011 | -0.230 | 0.067 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.117 |
| 5 years | 0.151 |
| 10 years | 0.055 |