Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 95 |
| 1 month | 0.012 | 0 | 92 |
| 3 months | -0.032 | 0 | 97 |
| 1 year | 0.038 | 0 | 68 |
| 3 years | 0.123 | 0 | 93 |
| 5 years | 0.206 | 0 | 64 |
| 10 years | 0.132 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | 0.273 | — |
| 2022 | -0.038 | — |
| 2021 | 0.349 | — |
| 2020 | 0.278 | — |
| 2019 | 0.020 | — |
| 2018 | -0.073 | — |
| 2017 | 0.469 | — |
| 2016 | 0.057 | — |
| 2015 | 0.057 | — |
| 2014 | 0.487 | — |
| 2013 | 0.134 | — |
| 2012 | 0.205 | — |
| 2011 | -0.180 | — |
| 2010 | 0.206 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.114 | — | — | — |
| 2024 | 0.015 | 0.146 | 0.099 | -0.055 |
| 2023 | -0.026 | 0.125 | 0.067 | 0.089 |
| 2022 | -0.064 | -0.091 | 0.128 | 0.003 |
| 2021 | 0.098 | 0.103 | 0.081 | 0.032 |
| 2020 | -0.187 | 0.164 | 0.130 | 0.195 |
| 2019 | 0.022 | -0.019 | 0.007 | 0.010 |
| 2018 | -0.076 | 0.006 | -0.024 | 0.020 |
| 2017 | 0.150 | 0.046 | 0.057 | 0.156 |
| 2016 | -0.042 | 0.050 | 0.108 | -0.051 |
| 2015 | 0.076 | 0.000 | -0.017 | -0.002 |
| 2014 | 0.067 | 0.186 | 0.104 | 0.064 |
| 2013 | -0.022 | 0.034 | 0.036 | 0.083 |
| 2012 | 0.104 | -0.010 | 0.073 | 0.027 |
| 2011 | -0.059 | 0.010 | -0.095 | -0.047 |
| 2010 | 0.013 | 0.056 | 0.081 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.123 |
| 5 years | 0.206 |
| 10 years | 0.132 |