Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 80 |
| 1 month | 0.024 | 0 | 12 |
| 3 months | 0.015 | 0 | 93 |
| 1 year | 0.106 | 0 | 23 |
| 3 years | 0.125 | 0 | 1 |
| 5 years | 0.152 | 0 | 2 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.197 | — |
| 2022 | 0.022 | — |
| 2021 | 0.181 | — |
| 2020 | 0.111 | — |
| 2019 | 0.067 | — |
| 2018 | -0.009 | — |
| 2017 | 0.191 | — |
| 2016 | 0.084 | — |
| 2015 | 0.020 | — |
| 2014 | 0.227 | — |
| 2013 | 0.053 | — |
| 2012 | 0.182 | — |
| 2011 | -0.080 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.033 | 0.056 | 0.064 | -0.039 |
| 2023 | 0.004 | 0.073 | 0.024 | 0.086 |
| 2022 | 0.002 | -0.062 | 0.031 | 0.055 |
| 2021 | 0.050 | 0.066 | 0.068 | -0.013 |
| 2020 | -0.160 | 0.106 | 0.047 | 0.143 |
| 2019 | 0.036 | 0.020 | -0.029 | 0.040 |
| 2018 | -0.049 | -0.002 | 0.018 | 0.025 |
| 2017 | 0.077 | 0.017 | 0.024 | 0.062 |
| 2016 | -0.015 | 0.054 | 0.065 | -0.020 |
| 2015 | 0.012 | 0.007 | -0.003 | 0.004 |
| 2014 | 0.042 | 0.106 | 0.011 | 0.054 |
| 2013 | -0.016 | 0.020 | -0.018 | 0.069 |
| 2012 | 0.086 | 0.007 | 0.042 | 0.037 |
| 2011 | -0.008 | -0.007 | -0.042 | -0.025 |
| 2010 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.125 |
| 5 years | 0.152 |
| 10 years | 0.098 |