Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | — |
| 1 month | -0.053 | 0 | — |
| 3 months | -0.112 | 0 | — |
| 1 year | 0.095 | 0 | — |
| 3 years | 0.129 | 0 | — |
| 5 years | 0.135 | 0 | — |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.310 | — |
| 2023 | 0.165 | — |
| 2022 | -0.097 | — |
| 2021 | 0.263 | — |
| 2020 | 0.126 | — |
| 2019 | 0.258 | — |
| 2018 | 0.035 | — |
| 2017 | 0.159 | — |
| 2016 | 0.054 | — |
| 2015 | 0.209 | — |
| 2014 | 0.215 | — |
| 2013 | 0.415 | — |
| 2012 | 0.156 | — |
| 2011 | -0.017 | — |
| 2010 | 0.045 | — |
| 2009 | 0.114 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.137 | 0.046 | 0.025 | 0.075 |
| 2023 | 0.035 | 0.053 | -0.020 | 0.089 |
| 2022 | -0.073 | -0.097 | 0.005 | 0.073 |
| 2021 | 0.049 | 0.076 | 0.038 | 0.077 |
| 2020 | -0.125 | 0.144 | 0.053 | 0.068 |
| 2019 | 0.123 | 0.032 | 0.030 | 0.054 |
| 2018 | 0.026 | 0.038 | 0.051 | -0.075 |
| 2017 | 0.065 | 0.020 | -0.002 | 0.069 |
| 2016 | -0.076 | 0.032 | 0.051 | 0.052 |
| 2015 | 0.108 | -0.010 | 0.008 | 0.093 |
| 2014 | 0.054 | 0.001 | 0.051 | 0.096 |
| 2013 | 0.129 | 0.058 | 0.040 | 0.140 |
| 2012 | 0.107 | -0.027 | 0.048 | 0.024 |
| 2011 | 0.020 | -0.017 | -0.103 | 0.093 |
| 2010 | 0.010 | -0.101 | 0.076 | 0.069 |
| 2009 | -0.063 | 0.077 | 0.064 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.129 |
| 5 years | 0.135 |
| 10 years | 0.126 |