Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.156 | 0 | 27 |
| 1 month | 0.007 | 0 | 49 |
| 3 months | 0.069 | 0 | 62 |
| 1 year | 0.341 | 0 | 37 |
| 3 years | 0.165 | 0 | 37 |
| 5 years | 0.127 | 0 | 33 |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.340 | — |
| 2023 | 0.095 | — |
| 2022 | 0.061 | — |
| 2021 | 0.031 | — |
| 2020 | 0.136 | — |
| 2019 | 0.202 | — |
| 2018 | 0.031 | — |
| 2017 | -0.019 | — |
| 2016 | 0.125 | — |
| 2015 | -0.018 | — |
| 2014 | 0.125 | — |
| 2013 | -0.306 | — |
| 2012 | 0.056 | — |
| 2011 | 0.117 | — |
| 2010 | 0.386 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.148 | — | — | — |
| 2024 | 0.099 | 0.061 | 0.080 | 0.064 |
| 2023 | 0.070 | -0.036 | 0.007 | 0.054 |
| 2022 | 0.099 | -0.005 | -0.021 | -0.010 |
| 2021 | -0.065 | 0.031 | 0.012 | 0.057 |
| 2020 | 0.086 | 0.076 | 0.020 | -0.047 |
| 2019 | 0.031 | 0.070 | 0.099 | -0.009 |
| 2018 | -0.006 | -0.003 | -0.048 | 0.093 |
| 2017 | 0.059 | -0.067 | 0.000 | -0.007 |
| 2016 | 0.118 | 0.090 | -0.006 | -0.071 |
| 2015 | 0.120 | -0.057 | -0.052 | -0.020 |
| 2014 | 0.069 | 0.027 | 0.002 | 0.023 |
| 2013 | -0.011 | -0.268 | 0.078 | -0.111 |
| 2012 | 0.052 | 0.008 | 0.095 | -0.091 |
| 2011 | -0.044 | 0.025 | 0.162 | -0.019 |
| 2010 | 0.082 | 0.231 | -0.058 | 0.104 |
| 2009 | 0.112 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.265 |
| 3 years | 0.143 |
| 5 years | 0.114 |
| 10 years | 0.096 |