Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 4 |
| 1 month | 0.034 | 0 | 29 |
| 3 months | 0.033 | 0 | 12 |
| 1 year | 0.070 | 0 | 27 |
| 3 years | 0.134 | 0 | 48 |
| 5 years | 0.208 | 0 | 37 |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.202 | — |
| 2022 | 0.065 | — |
| 2021 | 0.280 | — |
| 2020 | 0.120 | — |
| 2019 | 0.107 | — |
| 2018 | 0.026 | — |
| 2017 | 0.290 | — |
| 2016 | 0.032 | — |
| 2015 | -0.034 | — |
| 2014 | 0.300 | — |
| 2013 | 0.062 | — |
| 2012 | 0.283 | — |
| 2011 | -0.240 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.034 | 0.074 | 0.072 | -0.086 |
| 2023 | -0.033 | 0.101 | 0.028 | 0.099 |
| 2022 | 0.004 | -0.091 | 0.101 | 0.059 |
| 2021 | 0.067 | 0.081 | 0.115 | -0.004 |
| 2020 | -0.303 | 0.188 | 0.073 | 0.261 |
| 2019 | 0.077 | 0.005 | -0.023 | 0.047 |
| 2018 | -0.039 | 0.057 | 0.022 | -0.010 |
| 2017 | 0.121 | 0.039 | 0.031 | 0.075 |
| 2016 | -0.022 | 0.072 | 0.037 | -0.050 |
| 2015 | 0.030 | -0.015 | -0.047 | -0.001 |
| 2014 | 0.057 | 0.136 | 0.054 | 0.027 |
| 2013 | -0.041 | 0.031 | -0.022 | 0.099 |
| 2012 | 0.143 | 0.002 | 0.083 | 0.034 |
| 2011 | -0.046 | -0.027 | -0.123 | -0.066 |
| 2010 | 0.013 | 0.135 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.134 |
| 5 years | 0.208 |
| 10 years | 0.117 |