Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | — |
| 1 month | 0.023 | 0 | — |
| 3 months | 0.024 | 0 | — |
| 1 year | 0.066 | 0 | — |
| 3 years | 0.120 | 0 | — |
| 5 years | 0.182 | 0 | — |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.173 | — |
| 2022 | 0.051 | — |
| 2021 | 0.241 | — |
| 2020 | 0.137 | — |
| 2019 | 0.080 | — |
| 2018 | 0.005 | — |
| 2017 | 0.296 | — |
| 2016 | 0.057 | — |
| 2015 | -0.023 | — |
| 2014 | 0.337 | — |
| 2013 | 0.061 | — |
| 2012 | 0.287 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.031 | 0.066 | 0.054 | -0.055 |
| 2023 | -0.030 | 0.095 | 0.024 | 0.078 |
| 2022 | 0.000 | -0.077 | 0.094 | 0.041 |
| 2021 | 0.052 | 0.071 | 0.097 | 0.005 |
| 2020 | -0.255 | 0.174 | 0.069 | 0.217 |
| 2019 | 0.069 | 0.003 | -0.028 | 0.037 |
| 2018 | -0.052 | 0.051 | 0.020 | -0.011 |
| 2017 | 0.126 | 0.039 | 0.018 | 0.089 |
| 2016 | -0.017 | 0.062 | 0.063 | -0.047 |
| 2015 | 0.024 | -0.014 | -0.038 | 0.006 |
| 2014 | 0.065 | 0.174 | 0.029 | 0.039 |
| 2013 | -0.056 | 0.033 | -0.029 | 0.120 |
| 2012 | 0.155 | 0.007 | 0.077 | 0.027 |
| 2011 | -0.097 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.120 |
| 5 years | 0.182 |
| 10 years | 0.111 |