Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 25 |
| 1 month | 0.044 | 0 | 9 |
| 3 months | -0.067 | 0 | 57 |
| 1 year | 0.176 | 0 | 6 |
| 3 years | 0.161 | 0 | 2 |
| 5 years | 0.109 | 0 | 28 |
| 10 years | 0.127 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.260 | — |
| 2023 | 0.503 | — |
| 2022 | -0.425 | — |
| 2021 | -0.001 | — |
| 2020 | 0.540 | — |
| 2019 | 0.348 | — |
| 2018 | -0.074 | — |
| 2017 | 0.484 | — |
| 2016 | -0.006 | — |
| 2015 | 0.186 | — |
| 2014 | 0.074 | — |
| 2013 | 0.386 | — |
| 2012 | 0.091 | — |
| 2011 | -0.065 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.119 | -0.010 | 0.093 | 0.042 |
| 2023 | 0.201 | 0.119 | -0.039 | 0.163 |
| 2022 | -0.202 | -0.293 | -0.014 | 0.034 |
| 2021 | -0.019 | 0.085 | -0.054 | -0.007 |
| 2020 | -0.115 | 0.303 | 0.195 | 0.117 |
| 2019 | 0.184 | 0.062 | -0.033 | 0.110 |
| 2018 | 0.032 | 0.084 | -0.016 | -0.158 |
| 2017 | 0.153 | 0.096 | 0.097 | 0.070 |
| 2016 | -0.043 | 0.008 | 0.079 | -0.045 |
| 2015 | 0.069 | 0.064 | -0.076 | 0.128 |
| 2014 | 0.014 | 0.037 | 0.016 | 0.005 |
| 2013 | 0.005 | 0.026 | 0.185 | 0.135 |
| 2012 | 0.144 | -0.084 | 0.023 | 0.018 |
| 2011 | 0.047 | 0.028 | -0.175 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.138 |
| 5 years | 0.096 |
| 10 years | 0.120 |