Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | -0.039 | 0 | — |
| 1 year | 0.102 | 0 | — |
| 3 years | 0.092 | 0 | — |
| 5 years | 0.100 | 0 | — |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.128 | — |
| 2022 | -0.090 | — |
| 2021 | 0.151 | — |
| 2020 | 0.048 | — |
| 2019 | 0.175 | — |
| 2018 | -0.044 | — |
| 2017 | 0.093 | — |
| 2016 | 0.074 | — |
| 2015 | 0.049 | — |
| 2014 | 0.101 | — |
| 2013 | 0.234 | — |
| 2012 | 0.121 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.066 | 0.018 | 0.055 | 0.025 |
| 2023 | 0.051 | 0.017 | -0.011 | 0.068 |
| 2022 | -0.041 | -0.106 | 0.000 | 0.062 |
| 2021 | 0.033 | 0.058 | 0.013 | 0.039 |
| 2020 | -0.168 | 0.118 | 0.050 | 0.073 |
| 2019 | 0.076 | 0.025 | 0.016 | 0.049 |
| 2018 | -0.010 | 0.016 | 0.011 | -0.060 |
| 2017 | 0.037 | 0.010 | 0.010 | 0.034 |
| 2016 | -0.014 | 0.016 | 0.051 | 0.020 |
| 2015 | 0.062 | -0.006 | -0.037 | 0.033 |
| 2014 | 0.039 | 0.022 | 0.014 | 0.022 |
| 2013 | 0.073 | 0.028 | 0.044 | 0.072 |
| 2012 | 0.071 | -0.018 | 0.030 | 0.034 |
| 2011 | 0 | 0 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.092 |
| 5 years | 0.100 |
| 10 years | 0.066 |