Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 25 |
| 1 month | -0.002 | 0 | 90 |
| 3 months | 0.012 | 0 | 70 |
| 1 year | 0.111 | 0 | 14 |
| 3 years | 0.062 | 0 | 14 |
| 5 years | 0.063 | 0 | 37 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.145 | — |
| 2022 | -0.239 | — |
| 2021 | -0.118 | — |
| 2020 | 0.305 | — |
| 2019 | 0.204 | — |
| 2018 | -0.189 | — |
| 2017 | 0.385 | — |
| 2016 | 0.048 | — |
| 2015 | -0.104 | — |
| 2014 | 0.011 | — |
| 2013 | 0.040 | — |
| 2012 | 0.135 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.025 | 0.029 | 0.081 | -0.059 |
| 2023 | 0.073 | -0.009 | -0.030 | 0.112 |
| 2022 | -0.110 | -0.146 | -0.118 | 0.135 |
| 2021 | 0.008 | 0.047 | -0.138 | -0.031 |
| 2020 | -0.233 | 0.244 | 0.098 | 0.245 |
| 2019 | 0.117 | -0.006 | -0.040 | 0.129 |
| 2018 | 0.000 | -0.082 | -0.019 | -0.099 |
| 2017 | 0.127 | 0.086 | 0.070 | 0.057 |
| 2016 | 0.036 | -0.007 | 0.092 | -0.067 |
| 2015 | 0.046 | -0.022 | -0.165 | 0.050 |
| 2014 | -0.008 | 0.079 | -0.025 | -0.031 |
| 2013 | -0.003 | -0.061 | 0.063 | 0.045 |
| 2012 | 0.125 | -0.102 | 0.054 | 0.067 |
| 2011 | -0.242 | 0.060 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.111 |
| 3 years | 0.062 |
| 5 years | 0.063 |
| 10 years | 0.028 |