Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 83 |
| 1 month | 0.023 | 0 | 62 |
| 3 months | 0.015 | 0 | 78 |
| 1 year | 0.071 | 0 | 60 |
| 3 years | 0.112 | 0 | 70 |
| 5 years | 0.174 | 0 | 35 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.173 | — |
| 2022 | 0.033 | — |
| 2021 | 0.242 | — |
| 2020 | 0.193 | — |
| 2019 | 0.107 | — |
| 2018 | 0.029 | — |
| 2017 | 0.288 | — |
| 2016 | 0.040 | — |
| 2015 | 0.010 | — |
| 2014 | 0.270 | — |
| 2013 | 0.080 | — |
| 2012 | 0.221 | — |
| 2011 | -0.168 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.018 | 0.068 | 0.070 | -0.041 |
| 2023 | -0.023 | 0.086 | 0.029 | 0.074 |
| 2022 | 0.000 | -0.081 | 0.084 | 0.037 |
| 2021 | 0.053 | 0.066 | 0.108 | -0.001 |
| 2020 | -0.199 | 0.166 | 0.075 | 0.188 |
| 2019 | 0.052 | 0.007 | 0.008 | 0.036 |
| 2018 | -0.035 | 0.040 | 0.026 | -0.001 |
| 2017 | 0.113 | 0.040 | 0.031 | 0.080 |
| 2016 | -0.022 | 0.063 | 0.046 | -0.043 |
| 2015 | 0.029 | 0.000 | -0.023 | 0.005 |
| 2014 | 0.057 | 0.114 | 0.044 | 0.033 |
| 2013 | -0.022 | 0.028 | -0.006 | 0.080 |
| 2012 | 0.093 | 0.009 | 0.070 | 0.035 |
| 2011 | -0.056 | -0.003 | -0.086 | -0.033 |
| 2010 | 0.021 | 0.079 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.112 |
| 5 years | 0.174 |
| 10 years | 0.119 |