Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 44 |
| 1 month | 0.024 | 0 | 40 |
| 3 months | 0.106 | 0 | 53 |
| 1 year | 0.033 | 0 | 26 |
| 3 years | 0.091 | 0 | 35 |
| 5 years | 0.060 | 0 | 77 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.154 | — |
| 2022 | -0.190 | — |
| 2021 | 0.117 | — |
| 2020 | 0.190 | — |
| 2019 | 0.245 | — |
| 2018 | 0.041 | — |
| 2017 | 0.157 | — |
| 2016 | 0.012 | — |
| 2015 | 0.263 | — |
| 2014 | 0.216 | — |
| 2013 | 0.436 | — |
| 2012 | 0.096 | — |
| 2011 | -0.007 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | 0.028 | — | — |
| 2024 | 0.105 | -0.041 | 0.043 | 0.056 |
| 2023 | 0.066 | 0.029 | -0.031 | 0.086 |
| 2022 | -0.127 | -0.142 | 0.021 | 0.058 |
| 2021 | 0.011 | 0.044 | 0.019 | 0.039 |
| 2020 | -0.180 | 0.235 | 0.058 | 0.111 |
| 2019 | 0.141 | 0.046 | 0.001 | 0.042 |
| 2018 | 0.061 | 0.026 | 0.055 | -0.093 |
| 2017 | 0.070 | 0.031 | 0.000 | 0.049 |
| 2016 | -0.071 | 0.012 | 0.054 | 0.022 |
| 2015 | 0.162 | -0.005 | 0.001 | 0.091 |
| 2014 | 0.063 | -0.004 | 0.023 | 0.122 |
| 2013 | 0.138 | 0.057 | 0.078 | 0.108 |
| 2012 | 0.106 | -0.034 | 0.002 | 0.025 |
| 2011 | 0.057 | -0.021 | -0.106 | 0.073 |
| 2010 | 0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.091 |
| 5 years | 0.060 |
| 10 years | 0.082 |