Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0.124 | 52 |
| 1 month | 0.088 | 0.051 | 45 |
| 3 months | 0.010 | 0.103 | 55 |
| 1 year | 0.122 | 0.417 | 73 |
| 3 years | 0.176 | 0.226 | 52 |
| 5 years | 0.138 | 0.220 | 62 |
| 10 years | 0.147 | 0.160 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.318 | — |
| 2023 | 0.362 | — |
| 2022 | -0.311 | — |
| 2021 | 0.238 | — |
| 2020 | 0.317 | 0.359 |
| 2019 | 0.378 | 0.319 |
| 2018 | 0.027 | -0.021 |
| 2017 | 0.310 | 0.277 |
| 2016 | 0.026 | 0.032 |
| 2015 | 0.075 | 0.036 |
| 2014 | 0.089 | 0.100 |
| 2013 | 0.367 | 0.339 |
| 2012 | 0.174 | 0.153 |
| 2011 | — | -0.025 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.089 | — | — | — |
| 2024 | 0.162 | 0.071 | 0.011 | 0.047 |
| 2023 | 0.108 | 0.122 | -0.028 | 0.128 |
| 2022 | -0.123 | -0.194 | -0.061 | 0.038 |
| 2021 | 0.004 | 0.126 | 0.013 | 0.081 |
| 2020 | -0.118 | 0.247 | 0.109 | 0.080 |
| 2019 | 0.178 | 0.066 | 0.011 | 0.086 |
| 2018 | 0.052 | 0.066 | 0.081 | -0.153 |
| 2017 | 0.097 | 0.067 | 0.051 | 0.065 |
| 2016 | -0.015 | 0.017 | 0.042 | -0.017 |
| 2015 | 0.035 | 0.003 | -0.045 | 0.085 |
| 2014 | -0.002 | 0.029 | 0.009 | 0.050 |
| 2013 | 0.096 | 0.016 | 0.108 | 0.109 |
| 2012 | 0.154 | -0.054 | 0.077 | -0.001 |
| 2011 | 0.084 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.176 |
| 5 years | 0.138 |
| 10 years | 0.147 |