Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 1 |
| 1 month | 0.007 | 0 | 4 |
| 3 months | 0.010 | 0 | 2 |
| 1 year | 0.188 | 0 | 1 |
| 3 years | 0.141 | 0 | 1 |
| 5 years | 0.178 | 0 | 1 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.268 | — |
| 2023 | 0.097 | — |
| 2022 | -0.025 | — |
| 2021 | 0.265 | — |
| 2020 | 0.004 | — |
| 2019 | 0.162 | — |
| 2018 | -0.125 | — |
| 2017 | 0.116 | — |
| 2016 | 0.226 | — |
| 2015 | 0.070 | — |
| 2014 | 0.134 | — |
| 2013 | 0.344 | — |
| 2012 | 0.162 | — |
| 2011 | -0.042 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.076 | — | — | — |
| 2024 | 0.158 | 0.022 | 0.013 | 0.058 |
| 2023 | -0.025 | 0.009 | 0.070 | 0.042 |
| 2022 | -0.015 | -0.064 | 0.020 | 0.036 |
| 2021 | 0.104 | 0.041 | 0.020 | 0.079 |
| 2020 | -0.245 | 0.146 | 0.023 | 0.133 |
| 2019 | 0.071 | 0.044 | 0.014 | 0.025 |
| 2018 | -0.057 | 0.076 | 0.038 | -0.169 |
| 2017 | 0.066 | -0.023 | 0.017 | 0.054 |
| 2016 | 0.002 | 0.021 | 0.102 | 0.087 |
| 2015 | 0.106 | -0.048 | -0.047 | 0.066 |
| 2014 | 0.040 | 0.030 | 0.017 | 0.040 |
| 2013 | 0.221 | -0.012 | 0.022 | 0.090 |
| 2012 | 0.084 | -0.033 | 0.070 | 0.037 |
| 2011 | 0.039 | 0.010 | -0.144 | 0.067 |
| 2010 | 0.118 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.188 |
| 3 years | 0.141 |
| 5 years | 0.178 |
| 10 years | 0.097 |