Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 10 |
| 1 month | 0.026 | 0 | 16 |
| 3 months | -0.015 | 0 | 23 |
| 1 year | 0.082 | 0 | 16 |
| 3 years | 0.090 | 0 | 13 |
| 5 years | 0.092 | 0 | 39 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.112 | — |
| 2022 | -0.131 | — |
| 2021 | 0.191 | — |
| 2020 | -0.052 | — |
| 2019 | 0.242 | — |
| 2018 | -0.110 | — |
| 2017 | 0.165 | — |
| 2016 | 0.102 | — |
| 2015 | 0.099 | — |
| 2014 | 0.018 | — |
| 2013 | 0.321 | — |
| 2012 | 0.156 | — |
| 2011 | -0.067 | — |
| 2010 | 0.194 | — |
| 2009 | 0.190 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.059 | 0.055 | 0.004 | 0.005 |
| 2023 | 0.023 | 0.021 | 0.010 | 0.055 |
| 2022 | -0.093 | -0.116 | -0.022 | 0.109 |
| 2021 | 0.063 | 0.062 | 0.022 | 0.033 |
| 2020 | -0.259 | 0.151 | 0.034 | 0.075 |
| 2019 | 0.101 | 0.052 | 0.008 | 0.063 |
| 2018 | -0.053 | 0.092 | -0.021 | -0.121 |
| 2017 | 0.049 | 0.034 | 0.021 | 0.052 |
| 2016 | -0.020 | 0.014 | 0.096 | 0.012 |
| 2015 | 0.068 | -0.003 | -0.007 | 0.040 |
| 2014 | 0.024 | -0.020 | -0.011 | 0.025 |
| 2013 | 0.126 | 0.010 | 0.055 | 0.101 |
| 2012 | 0.071 | -0.026 | 0.063 | 0.043 |
| 2011 | 0.017 | 0.003 | -0.153 | 0.080 |
| 2010 | 0.090 | -0.113 | 0.138 | 0.085 |
| 2009 | -0.110 | 0.070 | 0.203 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.090 |
| 5 years | 0.092 |
| 10 years | 0.063 |