Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.093 | 0 | 11 |
| 1 month | -0.005 | 0 | 47 |
| 3 months | 0.028 | 0 | 11 |
| 1 year | 0.164 | 0 | 15 |
| 3 years | 0.103 | 0 | 32 |
| 5 years | 0.062 | 0 | 81 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.099 | — |
| 2022 | -0.188 | — |
| 2021 | 0.045 | — |
| 2020 | 0.099 | — |
| 2019 | 0.121 | — |
| 2018 | -0.065 | — |
| 2017 | 0.195 | — |
| 2016 | -0.052 | — |
| 2015 | 0.179 | — |
| 2014 | 0.059 | — |
| 2013 | 0.202 | — |
| 2012 | 0.178 | — |
| 2011 | -0.098 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.098 | — | — | — |
| 2024 | 0.074 | -0.003 | 0.064 | -0.022 |
| 2023 | 0.069 | -0.003 | -0.042 | 0.077 |
| 2022 | -0.141 | -0.135 | -0.026 | 0.122 |
| 2021 | -0.011 | 0.028 | -0.006 | 0.035 |
| 2020 | -0.103 | 0.095 | 0.074 | 0.042 |
| 2019 | 0.069 | 0.020 | -0.025 | 0.054 |
| 2018 | 0.016 | 0.002 | -0.025 | -0.059 |
| 2017 | 0.074 | 0.056 | 0.007 | 0.046 |
| 2016 | -0.037 | 0.013 | 0.039 | -0.065 |
| 2015 | 0.138 | -0.024 | -0.012 | 0.074 |
| 2014 | 0.044 | 0.012 | -0.029 | 0.032 |
| 2013 | 0.052 | -0.002 | 0.057 | 0.082 |
| 2012 | 0.098 | -0.039 | 0.043 | 0.070 |
| 2011 | 0.016 | 0.005 | -0.154 | 0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.164 |
| 3 years | 0.103 |
| 5 years | 0.062 |
| 10 years | 0.046 |