Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 28 |
| 1 month | 0.050 | 0 | 26 |
| 3 months | 0.096 | 0 | 23 |
| 1 year | 0.104 | 0 | 64 |
| 3 years | 0.182 | 0 | 51 |
| 5 years | 0.137 | 0 | 53 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.265 | — |
| 2023 | 0.262 | — |
| 2022 | -0.220 | — |
| 2021 | 0.249 | — |
| 2020 | 0.151 | — |
| 2019 | 0.303 | — |
| 2018 | -0.110 | — |
| 2017 | 0.183 | — |
| 2016 | 0.019 | — |
| 2015 | -0.009 | — |
| 2014 | 0.116 | — |
| 2013 | 0.312 | — |
| 2012 | 0.127 | — |
| 2011 | -0.073 | — |
| 2010 | 0.125 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | 0.096 | — | — |
| 2024 | 0.120 | 0.048 | 0.047 | 0.029 |
| 2023 | 0.082 | 0.086 | -0.031 | 0.109 |
| 2022 | -0.063 | -0.177 | -0.055 | 0.069 |
| 2021 | 0.050 | 0.087 | -0.002 | 0.097 |
| 2020 | -0.203 | 0.208 | 0.078 | 0.110 |
| 2019 | 0.129 | 0.051 | 0.005 | 0.093 |
| 2018 | -0.014 | 0.023 | 0.052 | -0.161 |
| 2017 | 0.051 | 0.027 | 0.033 | 0.061 |
| 2016 | -0.034 | 0.007 | 0.034 | 0.012 |
| 2015 | 0.035 | 0.004 | -0.088 | 0.046 |
| 2014 | 0.004 | 0.045 | 0.013 | 0.050 |
| 2013 | 0.083 | 0.028 | 0.060 | 0.112 |
| 2012 | 0.134 | -0.056 | 0.066 | -0.013 |
| 2011 | 0.044 | -0.016 | -0.183 | 0.105 |
| 2010 | 0.049 | -0.137 | 0.100 | 0.129 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.182 |
| 5 years | 0.137 |
| 10 years | 0.093 |