Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | — |
| 1 month | 0.032 | 0 | — |
| 3 months | 0.022 | 0 | — |
| 1 year | 0.062 | 0 | — |
| 3 years | 0.131 | 0 | — |
| 5 years | 0.195 | 0 | — |
| 10 years | 0.115 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.211 | — |
| 2022 | 0.059 | — |
| 2021 | 0.229 | — |
| 2020 | 0.202 | — |
| 2019 | 0.081 | — |
| 2018 | 0.013 | — |
| 2017 | 0.268 | — |
| 2016 | 0.032 | — |
| 2015 | -0.040 | — |
| 2014 | 0.285 | — |
| 2013 | 0.084 | — |
| 2012 | 0.272 | — |
| 2011 | -0.249 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.040 | 0.079 | 0.080 | -0.088 |
| 2023 | -0.035 | 0.103 | 0.031 | 0.104 |
| 2022 | 0.006 | -0.077 | 0.086 | 0.049 |
| 2021 | 0.053 | 0.081 | 0.094 | -0.013 |
| 2020 | -0.233 | 0.183 | 0.086 | 0.219 |
| 2019 | 0.052 | 0.004 | -0.015 | 0.039 |
| 2018 | -0.052 | 0.056 | 0.028 | -0.016 |
| 2017 | 0.109 | 0.032 | 0.020 | 0.087 |
| 2016 | -0.024 | 0.071 | 0.035 | -0.046 |
| 2015 | 0.029 | -0.022 | -0.047 | 0.001 |
| 2014 | 0.059 | 0.129 | 0.052 | 0.020 |
| 2013 | -0.035 | 0.034 | -0.012 | 0.100 |
| 2012 | 0.139 | 0.004 | 0.078 | 0.032 |
| 2011 | -0.051 | -0.027 | -0.126 | -0.068 |
| 2010 | 0.005 | 0.134 | 0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.131 |
| 5 years | 0.195 |
| 10 years | 0.115 |