Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | -0.141 | 0 | — |
| 1 year | 0.097 | 0 | — |
| 3 years | 0.164 | 0 | — |
| 5 years | 0.134 | 0 | — |
| 10 years | 0.147 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.339 | — |
| 2023 | 0.450 | — |
| 2022 | -0.298 | — |
| 2021 | 0.183 | — |
| 2020 | 0.398 | — |
| 2019 | 0.321 | — |
| 2018 | 0.040 | — |
| 2017 | 0.218 | — |
| 2016 | 0.035 | — |
| 2015 | 0.236 | — |
| 2014 | 0.169 | — |
| 2013 | 0.436 | — |
| 2012 | 0.101 | — |
| 2011 | -0.033 | — |
| 2010 | 0.149 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.090 | — | — | — |
| 2024 | 0.133 | 0.066 | 0.014 | 0.093 |
| 2023 | 0.164 | 0.147 | -0.030 | 0.120 |
| 2022 | -0.144 | -0.183 | -0.020 | 0.025 |
| 2021 | 0.005 | 0.091 | 0.031 | 0.046 |
| 2020 | -0.071 | 0.287 | 0.084 | 0.078 |
| 2019 | 0.155 | 0.039 | 0.020 | 0.079 |
| 2018 | 0.053 | 0.091 | 0.042 | -0.132 |
| 2017 | 0.091 | 0.018 | 0.022 | 0.073 |
| 2016 | -0.066 | -0.017 | 0.119 | 0.008 |
| 2015 | 0.129 | -0.010 | 0.017 | 0.086 |
| 2014 | 0.053 | 0.007 | 0.008 | 0.093 |
| 2013 | 0.094 | 0.056 | 0.067 | 0.165 |
| 2012 | 0.088 | -0.005 | 0.037 | -0.020 |
| 2011 | 0.054 | 0.002 | -0.097 | 0.015 |
| 2010 | 0.039 | -0.081 | 0.062 | 0.134 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.164 |
| 5 years | 0.134 |
| 10 years | 0.147 |