Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | 74 |
| 1 month | 0.010 | 0 | 99 |
| 3 months | 0.048 | 0 | 67 |
| 1 year | 0.086 | 0 | 71 |
| 3 years | 0.122 | 0 | 91 |
| 5 years | 0.139 | 0 | 45 |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.173 | — |
| 2022 | 0.017 | — |
| 2021 | 0.118 | — |
| 2020 | -0.038 | — |
| 2019 | 0.168 | — |
| 2018 | -0.197 | — |
| 2017 | 0.226 | — |
| 2016 | 0.106 | — |
| 2015 | 0.116 | — |
| 2014 | -0.029 | — |
| 2013 | 0.316 | — |
| 2012 | 0.068 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.061 | -0.051 | 0.093 | -0.047 |
| 2023 | 0.057 | 0.063 | 0.046 | -0.002 |
| 2022 | 0.015 | -0.078 | -0.050 | 0.144 |
| 2021 | 0.172 | 0.018 | 0.042 | -0.101 |
| 2020 | -0.288 | 0.091 | 0.053 | 0.175 |
| 2019 | 0.065 | -0.002 | 0.002 | 0.096 |
| 2018 | -0.014 | -0.061 | 0.036 | -0.163 |
| 2017 | 0.037 | 0.057 | 0.053 | 0.063 |
| 2016 | -0.084 | -0.026 | 0.152 | 0.077 |
| 2015 | 0.147 | 0.040 | -0.126 | 0.070 |
| 2014 | -0.037 | 0.069 | -0.015 | -0.043 |
| 2013 | 0.142 | 0.059 | 0.072 | 0.015 |
| 2012 | 0.122 | -0.086 | -0.024 | 0.068 |
| 2011 | 0.009 | -0.058 | -0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.103 |
| 5 years | 0.128 |
| 10 years | 0.048 |