Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 15 |
| 1 month | 0.034 | 0 | 28 |
| 3 months | 0.026 | 0 | 47 |
| 1 year | 0.068 | 0 | 38 |
| 3 years | 0.134 | 0 | 52 |
| 5 years | 0.204 | 0 | 47 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.219 | — |
| 2022 | 0.052 | — |
| 2021 | 0.261 | — |
| 2020 | 0.210 | — |
| 2019 | 0.082 | — |
| 2018 | 0.022 | — |
| 2017 | 0.276 | — |
| 2016 | 0.035 | — |
| 2015 | -0.038 | — |
| 2014 | 0.284 | — |
| 2013 | 0.098 | — |
| 2012 | 0.286 | — |
| 2011 | -0.222 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.040 | 0.076 | 0.077 | -0.083 |
| 2023 | -0.033 | 0.105 | 0.033 | 0.105 |
| 2022 | 0.005 | -0.083 | 0.088 | 0.049 |
| 2021 | 0.053 | 0.084 | 0.106 | -0.001 |
| 2020 | -0.229 | 0.189 | 0.092 | 0.210 |
| 2019 | 0.049 | 0.004 | -0.013 | 0.041 |
| 2018 | -0.049 | 0.057 | 0.032 | -0.015 |
| 2017 | 0.111 | 0.035 | 0.021 | 0.087 |
| 2016 | -0.023 | 0.071 | 0.035 | -0.045 |
| 2015 | 0.030 | -0.022 | -0.044 | -0.001 |
| 2014 | 0.059 | 0.129 | 0.053 | 0.020 |
| 2013 | -0.027 | 0.036 | -0.007 | 0.098 |
| 2012 | 0.168 | -0.002 | 0.055 | 0.046 |
| 2011 | -0.059 | -0.017 | -0.092 | -0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.134 |
| 5 years | 0.204 |
| 10 years | 0.121 |