Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 69 |
| 1 month | 0.028 | 0 | 78 |
| 3 months | 0.019 | 0 | 81 |
| 1 year | 0.056 | 0 | 64 |
| 3 years | 0.126 | 0 | 71 |
| 5 years | 0.190 | 0 | 79 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.205 | — |
| 2022 | 0.047 | — |
| 2021 | 0.237 | — |
| 2020 | 0.187 | — |
| 2019 | 0.073 | — |
| 2018 | 0.016 | — |
| 2017 | 0.326 | — |
| 2016 | 0.080 | — |
| 2015 | -0.029 | — |
| 2014 | 0.439 | — |
| 2013 | 0.114 | — |
| 2012 | 0.287 | — |
| 2011 | -0.131 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.031 | 0.086 | 0.075 | -0.083 |
| 2023 | -0.035 | 0.103 | 0.037 | 0.091 |
| 2022 | 0.003 | -0.089 | 0.085 | 0.057 |
| 2021 | 0.051 | 0.067 | 0.108 | -0.004 |
| 2020 | -0.241 | 0.168 | 0.099 | 0.219 |
| 2019 | 0.053 | -0.010 | -0.011 | 0.041 |
| 2018 | -0.033 | 0.063 | -0.013 | 0.000 |
| 2017 | 0.132 | 0.034 | 0.040 | 0.089 |
| 2016 | -0.004 | 0.081 | 0.046 | -0.041 |
| 2015 | 0.039 | -0.023 | -0.052 | 0.009 |
| 2014 | 0.070 | 0.145 | 0.071 | 0.098 |
| 2013 | -0.035 | 0.019 | -0.011 | 0.145 |
| 2012 | 0.149 | -0.008 | 0.072 | 0.053 |
| 2011 | -0.024 | 0.015 | -0.058 | -0.068 |
| 2010 | 0.040 | 0.134 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.126 |
| 5 years | 0.190 |
| 10 years | 0.119 |