Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 1 |
| 1 month | 0.010 | 0 | 4 |
| 3 months | 0.030 | 0 | 1 |
| 1 year | 0.113 | 0 | 1 |
| 3 years | 0.049 | 0 | 4 |
| 5 years | 0.054 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.069 | — |
| 2022 | -0.152 | — |
| 2021 | 0.011 | — |
| 2020 | 0.138 | — |
| 2019 | 0.157 | — |
| 2018 | -0.097 | — |
| 2017 | 0.225 | — |
| 2016 | 0.031 | — |
| 2015 | -0.024 | — |
| 2014 | 0.015 | — |
| 2013 | 0.101 | — |
| 2012 | 0.134 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.037 | — | — | — |
| 2024 | 0.023 | 0.019 | 0.090 | -0.046 |
| 2023 | 0.053 | -0.001 | -0.035 | 0.053 |
| 2022 | -0.057 | -0.089 | -0.104 | 0.102 |
| 2021 | 0.019 | 0.034 | -0.034 | -0.007 |
| 2020 | -0.139 | 0.117 | 0.060 | 0.116 |
| 2019 | 0.083 | 0.016 | -0.009 | 0.061 |
| 2018 | -0.005 | -0.015 | 0.001 | -0.079 |
| 2017 | 0.065 | 0.052 | 0.043 | 0.048 |
| 2016 | 0.001 | -0.001 | 0.061 | -0.029 |
| 2015 | 0.024 | 0.017 | -0.097 | 0.037 |
| 2014 | -0.009 | 0.040 | -0.020 | 0.005 |
| 2013 | 0.025 | -0.022 | 0.067 | 0.028 |
| 2012 | 0.076 | -0.042 | 0.054 | 0.043 |
| 2011 | -0.009 | -0.140 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.049 |
| 5 years | 0.054 |