Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0 | 10 |
| 1 month | 0.034 | 0 | 9 |
| 3 months | 0.144 | 0 | 21 |
| 1 year | 0.108 | 0 | 33 |
| 3 years | 0.154 | 0 | 47 |
| 5 years | 0.129 | 0 | 33 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.246 | — |
| 2022 | -0.167 | — |
| 2021 | 0.069 | — |
| 2020 | 0.208 | — |
| 2019 | 0.209 | — |
| 2018 | -0.223 | — |
| 2017 | 0.193 | — |
| 2016 | -0.002 | — |
| 2015 | 0.118 | — |
| 2014 | 0.160 | — |
| 2013 | 0.420 | — |
| 2012 | 0.281 | — |
| 2011 | -0.114 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | 0.122 | — | — |
| 2024 | 0.185 | 0.019 | -0.062 | 0.052 |
| 2023 | 0.076 | 0.143 | -0.013 | 0.027 |
| 2022 | -0.082 | -0.076 | 0.001 | -0.019 |
| 2021 | 0.006 | -0.001 | 0.087 | -0.021 |
| 2020 | -0.148 | 0.177 | 0.059 | 0.138 |
| 2019 | 0.075 | -0.013 | 0.050 | 0.086 |
| 2018 | -0.060 | 0.010 | 0.027 | -0.203 |
| 2017 | 0.006 | 0.066 | 0.024 | 0.087 |
| 2016 | -0.088 | -0.036 | 0.054 | 0.078 |
| 2015 | 0.132 | 0.020 | -0.146 | 0.134 |
| 2014 | -0.044 | 0.067 | 0.068 | 0.065 |
| 2013 | 0.195 | 0.057 | 0.049 | 0.072 |
| 2012 | 0.182 | -0.061 | -0.003 | 0.157 |
| 2011 | -0.016 | 0.008 | -0.071 | -0.039 |
| 2010 | 0.013 | 0.092 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.154 |
| 5 years | 0.129 |
| 10 years | 0.066 |