Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.258 | 0 | 6 |
| 1 month | 0.069 | 0 | 8 |
| 3 months | 0.401 | 0 | 9 |
| 1 year | 0.395 | 0 | 12 |
| 3 years | 0.287 | 0 | 11 |
| 5 years | 0.153 | 0 | 27 |
| 10 years | 0.203 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.313 | — |
| 2023 | 0.539 | — |
| 2022 | -0.393 | — |
| 2021 | 0.101 | — |
| 2020 | 0.591 | — |
| 2019 | 0.386 | — |
| 2018 | 0.026 | — |
| 2017 | 0.475 | — |
| 2016 | 0.111 | — |
| 2015 | 0.077 | — |
| 2014 | 0.069 | — |
| 2013 | 0.329 | — |
| 2012 | 0.119 | — |
| 2011 | -0.127 | — |
| 2010 | 0.347 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.145 | 0.376 | — | — |
| 2024 | 0.161 | 0.082 | -0.022 | 0.068 |
| 2023 | 0.227 | 0.127 | -0.052 | 0.174 |
| 2022 | -0.132 | -0.245 | -0.058 | -0.018 |
| 2021 | -0.013 | 0.083 | -0.023 | 0.054 |
| 2020 | -0.072 | 0.320 | 0.133 | 0.147 |
| 2019 | 0.195 | 0.037 | -0.007 | 0.126 |
| 2018 | 0.072 | 0.053 | 0.081 | -0.159 |
| 2017 | 0.163 | 0.086 | 0.092 | 0.069 |
| 2016 | -0.053 | 0.069 | 0.148 | -0.044 |
| 2015 | 0.039 | 0.018 | -0.082 | 0.109 |
| 2014 | -0.005 | 0.045 | -0.002 | 0.030 |
| 2013 | 0.054 | 0.016 | 0.121 | 0.108 |
| 2012 | 0.198 | -0.119 | 0.073 | -0.013 |
| 2011 | 0.043 | -0.037 | -0.190 | 0.073 |
| 2010 | 0.054 | -0.087 | 0.216 | 0.152 |
| 2009 | 0.102 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.325 |
| 3 years | 0.265 |
| 5 years | 0.141 |
| 10 years | 0.197 |