Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 8 |
| 1 month | -0.042 | 0 | 6 |
| 3 months | -0.019 | 0 | 8 |
| 1 year | 0.049 | 0 | 11 |
| 3 years | 0.057 | 0 | 29 |
| 5 years | 0.075 | 0 | 85 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.064 | — |
| 2022 | -0.042 | — |
| 2021 | 0.007 | — |
| 2020 | 0.119 | — |
| 2019 | 0.196 | — |
| 2018 | 0.113 | — |
| 2017 | 0.263 | — |
| 2016 | 0.241 | — |
| 2015 | 0.198 | — |
| 2014 | 0.105 | — |
| 2013 | 0.296 | — |
| 2012 | 0.107 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.063 | 0.011 | 0.020 | 0.037 |
| 2023 | 0.044 | 0.006 | -0.025 | 0.040 |
| 2022 | -0.036 | -0.061 | 0.060 | -0.002 |
| 2021 | -0.027 | 0.083 | -0.024 | -0.021 |
| 2020 | -0.109 | 0.161 | 0.017 | 0.064 |
| 2019 | 0.109 | 0.093 | 0.028 | -0.040 |
| 2018 | 0.005 | 0.130 | 0.063 | -0.079 |
| 2017 | 0.072 | 0.079 | 0.017 | 0.073 |
| 2016 | 0.047 | 0.076 | 0.107 | -0.005 |
| 2015 | 0.167 | -0.022 | -0.011 | 0.061 |
| 2014 | 0.015 | 0.001 | 0.041 | 0.045 |
| 2013 | 0.232 | -0.011 | 0.009 | 0.055 |
| 2012 | 0.042 | 0.019 | 0.027 | 0.015 |
| 2011 | 0.007 | -0.033 | 0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.057 |
| 5 years | 0.075 |
| 10 years | 0.106 |