Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 88 |
| 1 month | 0.028 | 0 | 15 |
| 3 months | 0.029 | 0 | 56 |
| 1 year | 0.096 | 0 | 29 |
| 3 years | 0.117 | 0 | 22 |
| 5 years | 0.139 | 0 | 33 |
| 10 years | 0.090 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.177 | — |
| 2022 | 0.004 | — |
| 2021 | 0.142 | — |
| 2020 | 0.123 | — |
| 2019 | 0.057 | — |
| 2018 | -0.031 | — |
| 2017 | 0.204 | — |
| 2016 | 0.083 | — |
| 2015 | 0.046 | — |
| 2014 | 0.301 | — |
| 2013 | 0.078 | — |
| 2012 | 0.215 | — |
| 2011 | -0.120 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.033 | 0.076 | 0.061 | -0.031 |
| 2023 | -0.016 | 0.088 | 0.023 | 0.075 |
| 2022 | -0.012 | -0.066 | 0.070 | 0.017 |
| 2021 | 0.023 | 0.040 | 0.074 | 0.000 |
| 2020 | -0.153 | 0.124 | 0.046 | 0.128 |
| 2019 | 0.034 | 0.013 | -0.018 | 0.028 |
| 2018 | -0.029 | 0.001 | -0.009 | 0.006 |
| 2017 | 0.073 | 0.040 | 0.020 | 0.058 |
| 2016 | -0.013 | 0.065 | 0.049 | -0.018 |
| 2015 | 0.049 | -0.008 | -0.007 | 0.012 |
| 2014 | 0.045 | 0.121 | 0.049 | 0.058 |
| 2013 | -0.015 | 0.029 | -0.010 | 0.074 |
| 2012 | 0.099 | 0.011 | 0.054 | 0.038 |
| 2011 | -0.019 | -0.011 | -0.049 | -0.047 |
| 2010 | 0.025 | 0.053 | -0.006 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.117 |
| 5 years | 0.139 |
| 10 years | 0.090 |