Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | — |
| 1 month | 0.034 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.084 | 0 | — |
| 3 years | 0.130 | 0 | — |
| 5 years | 0.201 | 0 | — |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.205 | — |
| 2022 | 0.046 | — |
| 2021 | 0.240 | — |
| 2020 | 0.143 | — |
| 2019 | 0.123 | — |
| 2018 | 0.035 | — |
| 2017 | 0.290 | — |
| 2016 | 0.025 | — |
| 2015 | -0.039 | — |
| 2014 | 0.319 | — |
| 2013 | 0.071 | — |
| 2012 | 0.291 | — |
| 2011 | -0.240 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.028 | 0.079 | 0.076 | -0.083 |
| 2023 | -0.042 | 0.108 | 0.026 | 0.107 |
| 2022 | 0.005 | -0.094 | 0.085 | 0.059 |
| 2021 | 0.049 | 0.072 | 0.120 | -0.016 |
| 2020 | -0.292 | 0.191 | 0.092 | 0.242 |
| 2019 | 0.070 | 0.015 | -0.025 | 0.060 |
| 2018 | -0.039 | 0.061 | 0.022 | -0.007 |
| 2017 | 0.122 | 0.039 | 0.030 | 0.074 |
| 2016 | -0.026 | 0.074 | 0.036 | -0.054 |
| 2015 | 0.026 | -0.013 | -0.050 | -0.002 |
| 2014 | 0.062 | 0.138 | 0.050 | 0.039 |
| 2013 | -0.038 | 0.033 | -0.018 | 0.097 |
| 2012 | 0.147 | 0.004 | 0.083 | 0.035 |
| 2011 | -0.050 | -0.026 | -0.122 | -0.065 |
| 2010 | -0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.130 |
| 5 years | 0.201 |
| 10 years | 0.117 |