Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 67 |
| 1 month | 0.041 | 0 | 8 |
| 3 months | 0.019 | 0 | 80 |
| 1 year | 0.060 | 0 | 54 |
| 3 years | 0.183 | 0 | 2 |
| 5 years | 0.230 | 0 | 8 |
| 10 years | 0.130 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.268 | — |
| 2022 | 0.122 | — |
| 2021 | 0.261 | — |
| 2020 | 0.128 | — |
| 2019 | 0.089 | — |
| 2018 | 0.021 | — |
| 2017 | 0.297 | — |
| 2016 | 0.027 | — |
| 2015 | -0.009 | — |
| 2014 | 0.368 | — |
| 2013 | 0.059 | — |
| 2012 | 0.231 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.040 | 0.106 | 0.058 | -0.064 |
| 2023 | -0.025 | 0.106 | 0.051 | 0.119 |
| 2022 | 0.001 | -0.059 | 0.107 | 0.076 |
| 2021 | 0.055 | 0.085 | 0.113 | -0.010 |
| 2020 | -0.288 | 0.211 | 0.065 | 0.229 |
| 2019 | 0.073 | 0.011 | -0.045 | 0.052 |
| 2018 | -0.040 | 0.040 | 0.018 | 0.005 |
| 2017 | 0.116 | 0.045 | 0.026 | 0.084 |
| 2016 | -0.023 | 0.067 | 0.057 | -0.068 |
| 2015 | 0.042 | -0.010 | -0.036 | -0.003 |
| 2014 | 0.058 | 0.155 | 0.055 | 0.061 |
| 2013 | -0.048 | 0.035 | -0.023 | 0.100 |
| 2012 | 0.109 | -0.004 | 0.077 | 0.035 |
| 2011 | -0.023 | -0.096 | -0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.183 |
| 5 years | 0.230 |
| 10 years | 0.130 |