Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 53 |
| 1 month | 0.044 | 0 | 6 |
| 3 months | 0.039 | 0 | 1 |
| 1 year | 0.068 | 0 | 34 |
| 3 years | 0.170 | 0 | 4 |
| 5 years | 0.238 | 0 | 5 |
| 10 years | 0.137 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.306 | — |
| 2022 | 0.057 | — |
| 2021 | 0.260 | — |
| 2020 | 0.176 | — |
| 2019 | 0.105 | — |
| 2018 | 0.023 | — |
| 2017 | 0.309 | — |
| 2016 | 0.043 | — |
| 2015 | -0.013 | — |
| 2014 | 0.318 | — |
| 2013 | 0.080 | — |
| 2012 | 0.275 | — |
| 2011 | -0.223 | — |
| 2010 | 0.166 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.053 | 0.082 | 0.082 | -0.070 |
| 2023 | -0.034 | 0.107 | 0.063 | 0.149 |
| 2022 | 0.002 | -0.086 | 0.098 | 0.051 |
| 2021 | 0.067 | 0.088 | 0.096 | -0.010 |
| 2020 | -0.288 | 0.207 | 0.085 | 0.261 |
| 2019 | 0.069 | 0.014 | -0.008 | 0.028 |
| 2018 | -0.049 | 0.068 | 0.016 | -0.009 |
| 2017 | 0.125 | 0.047 | 0.024 | 0.085 |
| 2016 | -0.016 | 0.073 | 0.044 | -0.054 |
| 2015 | 0.038 | -0.015 | -0.035 | 0.000 |
| 2014 | 0.071 | 0.143 | 0.043 | 0.032 |
| 2013 | -0.036 | 0.031 | -0.004 | 0.090 |
| 2012 | 0.138 | 0.003 | 0.077 | 0.037 |
| 2011 | -0.046 | -0.024 | -0.111 | -0.061 |
| 2010 | 0.004 | 0.019 | 0.128 | 0.012 |
| 2009 | 0.292 | 0.145 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.170 |
| 5 years | 0.238 |
| 10 years | 0.137 |