Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 68 |
| 1 month | -0.024 | 0 | 25 |
| 3 months | 0.021 | 0 | 79 |
| 1 year | 0.002 | 0 | 54 |
| 3 years | 0.117 | 0 | 100 |
| 5 years | 0.147 | 0 | 100 |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.174 | — |
| 2022 | -0.057 | — |
| 2021 | 0.206 | — |
| 2020 | 0.197 | — |
| 2019 | 0.186 | — |
| 2018 | 0.065 | — |
| 2017 | 0.380 | — |
| 2016 | -0.036 | — |
| 2015 | -0.012 | — |
| 2014 | 0.408 | — |
| 2013 | 0.135 | — |
| 2012 | 0.317 | — |
| 2011 | -0.226 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.076 | — | — |
| 2024 | 0.067 | 0.067 | 0.078 | -0.073 |
| 2023 | -0.051 | 0.104 | 0.017 | 0.102 |
| 2022 | -0.033 | -0.128 | 0.108 | 0.010 |
| 2021 | 0.009 | 0.083 | 0.118 | -0.012 |
| 2020 | -0.189 | 0.103 | 0.070 | 0.249 |
| 2019 | 0.047 | 0.059 | 0.038 | 0.030 |
| 2018 | -0.026 | 0.098 | -0.022 | 0.018 |
| 2017 | 0.138 | 0.065 | 0.066 | 0.070 |
| 2016 | -0.044 | 0.072 | 0.039 | -0.096 |
| 2015 | 0.010 | -0.008 | -0.030 | 0.016 |
| 2014 | 0.059 | 0.181 | 0.038 | 0.085 |
| 2013 | 0.003 | 0.039 | -0.011 | 0.101 |
| 2012 | 0.129 | 0.014 | 0.092 | 0.053 |
| 2011 | -0.068 | -0.005 | -0.106 | -0.066 |
| 2010 | 0.036 | 0.120 | -0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.117 |
| 5 years | 0.147 |
| 10 years | 0.117 |