Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 5 |
| 1 month | -0.047 | 0 | 27 |
| 3 months | -0.079 | 0 | 7 |
| 1 year | 0.077 | 0 | 39 |
| 3 years | 0.093 | 0 | 69 |
| 5 years | 0.092 | 0 | 83 |
| 10 years | 0.101 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.122 | — |
| 2022 | -0.128 | — |
| 2021 | 0.209 | — |
| 2020 | 0.121 | — |
| 2019 | 0.230 | — |
| 2018 | 0.082 | — |
| 2017 | 0.113 | — |
| 2016 | 0.040 | — |
| 2015 | 0.173 | — |
| 2014 | 0.188 | — |
| 2013 | 0.398 | — |
| 2012 | 0.110 | — |
| 2011 | 0.021 | — |
| 2010 | 0.041 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.100 | -0.010 | 0.051 | 0.043 |
| 2023 | 0.030 | 0.036 | -0.005 | 0.057 |
| 2022 | -0.090 | -0.107 | -0.003 | 0.076 |
| 2021 | 0.008 | 0.051 | 0.038 | 0.099 |
| 2020 | -0.094 | 0.116 | 0.054 | 0.052 |
| 2019 | 0.108 | 0.031 | 0.042 | 0.034 |
| 2018 | 0.041 | 0.042 | 0.042 | -0.043 |
| 2017 | 0.044 | 0.020 | -0.015 | 0.062 |
| 2016 | -0.046 | 0.023 | 0.041 | 0.024 |
| 2015 | 0.112 | -0.033 | -0.006 | 0.098 |
| 2014 | 0.037 | -0.003 | 0.029 | 0.116 |
| 2013 | 0.127 | 0.061 | 0.033 | 0.132 |
| 2012 | 0.085 | -0.031 | 0.032 | 0.023 |
| 2011 | 0.004 | -0.005 | -0.085 | 0.118 |
| 2010 | 0.001 | -0.076 | 0.053 | 0.069 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.093 |
| 5 years | 0.092 |
| 10 years | 0.101 |