Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | 0.042 | 0 | — |
| 3 months | 0.022 | 0 | — |
| 1 year | 0.074 | 0 | — |
| 3 years | 0.196 | 0 | — |
| 5 years | 0.243 | 0 | — |
| 10 years | 0.139 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.283 | — |
| 2022 | 0.136 | — |
| 2021 | 0.273 | — |
| 2020 | 0.134 | — |
| 2019 | 0.089 | — |
| 2018 | 0.030 | — |
| 2017 | 0.304 | — |
| 2016 | 0.034 | — |
| 2015 | 0.002 | — |
| 2014 | 0.383 | — |
| 2013 | 0.072 | — |
| 2012 | 0.257 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.043 | 0.109 | 0.062 | -0.061 |
| 2023 | -0.022 | 0.109 | 0.055 | 0.122 |
| 2022 | 0.005 | -0.056 | 0.109 | 0.079 |
| 2021 | 0.059 | 0.091 | 0.110 | -0.008 |
| 2020 | -0.287 | 0.213 | 0.068 | 0.228 |
| 2019 | 0.076 | 0.014 | -0.044 | 0.044 |
| 2018 | -0.038 | 0.042 | 0.021 | 0.008 |
| 2017 | 0.120 | 0.046 | 0.029 | 0.082 |
| 2016 | -0.021 | 0.069 | 0.060 | -0.068 |
| 2015 | 0.044 | -0.006 | -0.034 | 0.000 |
| 2014 | 0.062 | 0.158 | 0.058 | 0.063 |
| 2013 | -0.044 | 0.039 | -0.020 | 0.102 |
| 2012 | 0.120 | -0.001 | 0.081 | 0.039 |
| 2011 | -0.021 | -0.095 | -0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.196 |
| 5 years | 0.243 |
| 10 years | 0.139 |