Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.149 | 0 | 73 |
| 1 month | -0.059 | 0 | 73 |
| 3 months | -0.186 | 0 | 93 |
| 1 year | 0.003 | 0 | 73 |
| 3 years | 0.065 | 0 | 65 |
| 5 years | 0.129 | 0 | 54 |
| 10 years | 0.114 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.297 | — |
| 2023 | 0.244 | — |
| 2022 | -0.176 | — |
| 2021 | 0.384 | — |
| 2020 | 0.131 | — |
| 2019 | 0.361 | — |
| 2018 | -0.006 | — |
| 2017 | 0.067 | — |
| 2016 | 0.132 | — |
| 2015 | 0.129 | — |
| 2014 | 0.277 | — |
| 2013 | 0.271 | — |
| 2012 | 0.112 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | — | — | — |
| 2024 | 0.130 | 0.061 | -0.006 | 0.089 |
| 2023 | 0.061 | 0.094 | 0.001 | 0.071 |
| 2022 | -0.041 | -0.139 | 0.027 | -0.029 |
| 2021 | 0.104 | 0.079 | 0.039 | 0.118 |
| 2020 | -0.152 | 0.174 | 0.068 | 0.064 |
| 2019 | 0.160 | 0.034 | 0.063 | 0.068 |
| 2018 | -0.048 | 0.117 | 0.074 | -0.129 |
| 2017 | 0.046 | -0.038 | 0.004 | 0.056 |
| 2016 | -0.046 | 0.034 | 0.039 | 0.105 |
| 2015 | 0.147 | -0.044 | -0.076 | 0.114 |
| 2014 | 0.019 | 0.053 | 0.090 | 0.092 |
| 2013 | 0.149 | 0.009 | 0.013 | 0.083 |
| 2012 | 0.088 | 0.011 | 0.049 | -0.036 |
| 2011 | 0.144 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.065 |
| 5 years | 0.129 |
| 10 years | 0.114 |