Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 80 |
| 1 month | 0.027 | 0 | 20 |
| 3 months | 0.029 | 0 | 53 |
| 1 year | 0.099 | 0 | 27 |
| 3 years | 0.115 | 0 | 25 |
| 5 years | 0.142 | 0 | 27 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.174 | — |
| 2022 | 0.000 | — |
| 2021 | 0.177 | — |
| 2020 | 0.120 | — |
| 2019 | 0.061 | — |
| 2018 | -0.027 | — |
| 2017 | 0.206 | — |
| 2016 | 0.077 | — |
| 2015 | 0.052 | — |
| 2014 | 0.300 | — |
| 2013 | 0.080 | — |
| 2012 | 0.217 | — |
| 2011 | -0.103 | — |
| 2010 | 0.083 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.026 | 0.078 | 0.064 | -0.036 |
| 2023 | -0.023 | 0.085 | 0.028 | 0.078 |
| 2022 | -0.012 | -0.070 | 0.066 | 0.021 |
| 2021 | 0.029 | 0.056 | 0.082 | 0.000 |
| 2020 | -0.147 | 0.114 | 0.045 | 0.128 |
| 2019 | 0.036 | 0.013 | -0.016 | 0.028 |
| 2018 | -0.026 | 0.001 | -0.008 | 0.007 |
| 2017 | 0.073 | 0.042 | 0.021 | 0.057 |
| 2016 | -0.016 | 0.062 | 0.047 | -0.017 |
| 2015 | 0.049 | -0.005 | -0.007 | 0.015 |
| 2014 | 0.046 | 0.119 | 0.050 | 0.059 |
| 2013 | -0.011 | 0.031 | -0.013 | 0.072 |
| 2012 | 0.098 | 0.013 | 0.053 | 0.039 |
| 2011 | -0.011 | -0.005 | -0.048 | -0.043 |
| 2010 | 0.001 | 0.026 | 0.058 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.115 |
| 5 years | 0.142 |
| 10 years | 0.093 |