Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 45 |
| 1 month | -0.021 | 0 | 77 |
| 3 months | 0.010 | 0 | 54 |
| 1 year | 0.107 | 0 | 39 |
| 3 years | 0.099 | 0 | 33 |
| 5 years | 0.137 | 0 | 42 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.135 | — |
| 2022 | -0.029 | — |
| 2021 | 0.194 | — |
| 2020 | -0.120 | — |
| 2019 | 0.211 | — |
| 2018 | -0.128 | — |
| 2017 | 0.056 | — |
| 2016 | -0.001 | — |
| 2015 | 0.066 | — |
| 2014 | -0.009 | — |
| 2013 | 0.253 | — |
| 2012 | 0.185 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.100 | — | — | — |
| 2024 | 0.060 | 0.033 | 0.030 | -0.024 |
| 2023 | 0.032 | 0.052 | 0.001 | 0.045 |
| 2022 | -0.032 | -0.029 | -0.075 | 0.117 |
| 2021 | 0.099 | 0.034 | 0.013 | 0.036 |
| 2020 | -0.340 | 0.163 | -0.003 | 0.150 |
| 2019 | 0.090 | 0.012 | 0.023 | 0.072 |
| 2018 | -0.024 | 0 | 0.016 | -0.120 |
| 2017 | 0.033 | 0.012 | 0.017 | -0.007 |
| 2016 | -0.086 | -0.027 | 0.039 | 0.080 |
| 2015 | 0.149 | -0.022 | -0.096 | 0.049 |
| 2014 | 0.001 | 0.013 | -0.016 | -0.006 |
| 2013 | 0.034 | 0.014 | 0.107 | 0.079 |
| 2012 | 0.079 | -0.027 | 0.065 | 0.059 |
| 2011 | 0.007 | -0.166 | 0.091 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.099 |
| 5 years | 0.137 |
| 10 years | 0.036 |