Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.115 | 0 | 6 |
| 1 month | 0.030 | 0 | 3 |
| 3 months | 0.035 | 0 | 14 |
| 1 year | 0.122 | 0 | 9 |
| 3 years | 0.098 | 0 | 8 |
| 5 years | 0.112 | 0 | 6 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.078 | — |
| 2022 | 0.083 | — |
| 2021 | 0.179 | — |
| 2020 | -0.033 | — |
| 2019 | -0.143 | — |
| 2018 | -0.038 | — |
| 2017 | 0.058 | — |
| 2016 | 0.016 | — |
| 2015 | 0.037 | — |
| 2014 | 0.089 | — |
| 2013 | 0.178 | — |
| 2012 | 0.015 | — |
| 2011 | 0.133 | — |
| 2010 | 0.003 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | 0.026 | 0.019 | — |
| 2024 | 0.030 | 0.020 | 0.004 | 0.038 |
| 2023 | 0.010 | 0.026 | 0.021 | 0.019 |
| 2022 | 0.011 | 0.014 | 0.034 | 0.021 |
| 2021 | 0.098 | 0.042 | 0 | 0.031 |
| 2020 | -0.032 | -0.013 | 0.017 | -0.005 |
| 2019 | -0.034 | -0.027 | -0.049 | -0.042 |
| 2018 | 0.029 | -0.030 | -0.014 | -0.023 |
| 2017 | 0.006 | -0.004 | 0.052 | 0.003 |
| 2016 | -0.006 | -0.015 | 0.001 | 0.038 |
| 2015 | -0.014 | 0.004 | 0.031 | 0.015 |
| 2014 | 0.035 | -0.006 | 0.021 | 0.038 |
| 2013 | 0.083 | 0.071 | -0.015 | 0.031 |
| 2012 | 0.022 | 0.003 | 0.029 | -0.039 |
| 2011 | 0.027 | 0.048 | 0.064 | -0.011 |
| 2010 | 0.015 | -0.034 | 0.001 | 0.021 |
| 2009 | -0.007 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.098 |
| 5 years | 0.112 |
| 10 years | 0.038 |
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