Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 63 |
| 1 month | 0.029 | 0 | 58 |
| 3 months | 0.013 | 0 | 59 |
| 1 year | 0.054 | 0 | 56 |
| 3 years | 0.147 | 0 | 44 |
| 5 years | 0.214 | 0 | 50 |
| 10 years | 0.128 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.252 | — |
| 2022 | 0.028 | — |
| 2021 | 0.287 | — |
| 2020 | 0.142 | — |
| 2019 | 0.133 | — |
| 2018 | -0.057 | — |
| 2017 | 0.350 | — |
| 2016 | 0.066 | — |
| 2015 | 0.037 | — |
| 2014 | 0.434 | — |
| 2013 | 0.035 | — |
| 2012 | 0.319 | — |
| 2011 | -0.223 | — |
| 2010 | 0.250 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | — | — | — |
| 2024 | 0.044 | 0.112 | 0.079 | -0.054 |
| 2023 | -0.044 | 0.125 | 0.038 | 0.122 |
| 2022 | -0.004 | -0.105 | 0.105 | 0.044 |
| 2021 | 0.078 | 0.082 | 0.112 | -0.008 |
| 2020 | -0.278 | 0.189 | 0.101 | 0.208 |
| 2019 | 0.064 | 0.016 | 0.000 | 0.048 |
| 2018 | -0.064 | 0.016 | -0.012 | 0.003 |
| 2017 | 0.142 | 0.043 | 0.045 | 0.085 |
| 2016 | -0.023 | 0.092 | 0.072 | -0.068 |
| 2015 | 0.073 | -0.004 | -0.026 | -0.003 |
| 2014 | 0.052 | 0.179 | 0.063 | 0.087 |
| 2013 | -0.062 | 0.020 | -0.019 | 0.103 |
| 2012 | 0.141 | 0.002 | 0.079 | 0.069 |
| 2011 | -0.069 | -0.002 | -0.095 | -0.076 |
| 2010 | 0.036 | 0.043 | 0.139 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.147 |
| 5 years | 0.214 |
| 10 years | 0.128 |