Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | — |
| 1 month | 0.018 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.042 | 0 | — |
| 3 years | 0.185 | 0 | — |
| 5 years | 0.256 | 0 | — |
| 10 years | 0.130 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.243 | — |
| 2023 | 0.321 | — |
| 2022 | 0.025 | — |
| 2021 | 0.371 | — |
| 2020 | 0.146 | — |
| 2019 | 0.122 | — |
| 2018 | -0.142 | — |
| 2017 | 0.422 | — |
| 2016 | 0.003 | — |
| 2015 | 0.015 | — |
| 2014 | 0.538 | — |
| 2013 | -0.025 | — |
| 2012 | 0.299 | — |
| 2011 | -0.365 | — |
| 2010 | 0.118 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.085 | 0.202 | 0.006 | -0.053 |
| 2023 | -0.001 | 0.120 | 0.061 | 0.113 |
| 2022 | -0.041 | -0.079 | 0.123 | 0.033 |
| 2021 | 0.140 | 0.088 | 0.105 | 0.001 |
| 2020 | -0.280 | 0.196 | 0.059 | 0.256 |
| 2019 | 0.073 | 0.025 | -0.029 | 0.050 |
| 2018 | -0.094 | -0.071 | -0.007 | 0.025 |
| 2017 | 0.166 | 0.022 | 0.048 | 0.138 |
| 2016 | -0.063 | 0.060 | 0.070 | -0.057 |
| 2015 | 0.072 | -0.027 | -0.078 | 0.055 |
| 2014 | 0.099 | 0.272 | 0.003 | 0.098 |
| 2013 | -0.100 | 0.000 | -0.055 | 0.147 |
| 2012 | 0.192 | -0.031 | 0.080 | 0.041 |
| 2011 | -0.103 | -0.036 | -0.139 | -0.148 |
| 2010 | 0.019 | 0.014 | 0.098 | -0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.185 |
| 5 years | 0.256 |
| 10 years | 0.130 |