Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.156 | 0 | 58 |
| 1 month | -0.044 | 0 | 73 |
| 3 months | -0.179 | 0 | 53 |
| 1 year | 0.033 | 0 | 41 |
| 3 years | 0.107 | 0 | 22 |
| 5 years | 0.121 | 0 | 45 |
| 10 years | 0.120 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.342 | — |
| 2023 | 0.385 | — |
| 2022 | -0.285 | — |
| 2021 | 0.298 | — |
| 2020 | 0.202 | — |
| 2019 | 0.336 | — |
| 2018 | 0.034 | — |
| 2017 | 0.088 | — |
| 2016 | 0.100 | — |
| 2015 | 0.211 | — |
| 2014 | 0.282 | — |
| 2013 | 0.290 | — |
| 2012 | 0.167 | — |
| 2011 | 0.022 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.118 | — | — | — |
| 2024 | 0.151 | 0.047 | 0.004 | 0.109 |
| 2023 | 0.140 | 0.126 | -0.020 | 0.101 |
| 2022 | -0.092 | -0.191 | 0.017 | -0.043 |
| 2021 | 0.042 | 0.094 | 0.028 | 0.108 |
| 2020 | -0.134 | 0.233 | 0.079 | 0.043 |
| 2019 | 0.182 | 0.036 | 0.034 | 0.054 |
| 2018 | -0.012 | 0.107 | 0.081 | -0.125 |
| 2017 | 0.047 | -0.026 | 0.015 | 0.051 |
| 2016 | -0.056 | 0.040 | 0.041 | 0.076 |
| 2015 | 0.159 | -0.017 | -0.043 | 0.110 |
| 2014 | 0.005 | 0.048 | 0.110 | 0.097 |
| 2013 | 0.140 | 0.014 | 0.028 | 0.086 |
| 2012 | 0.112 | 0.008 | 0.062 | -0.019 |
| 2011 | -0.031 | -0.017 | -0.059 | 0.140 |
| 2010 | 0.121 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.107 |
| 5 years | 0.121 |
| 10 years | 0.120 |