Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 73 |
| 1 month | 0.010 | 0 | 73 |
| 3 months | 0.020 | 0 | 73 |
| 1 year | 0.085 | 0 | 37 |
| 3 years | 0.125 | 0 | 10 |
| 5 years | 0.135 | 0 | 30 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.227 | — |
| 2022 | 0.022 | — |
| 2021 | 0.134 | — |
| 2020 | 0.150 | — |
| 2019 | 0.085 | — |
| 2018 | 0.014 | — |
| 2017 | 0.219 | — |
| 2016 | 0.037 | — |
| 2015 | 0.007 | — |
| 2014 | 0.300 | — |
| 2013 | 0.075 | — |
| 2012 | 0.278 | — |
| 2011 | -0.211 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.010 | 0.065 | 0.050 | -0.033 |
| 2023 | -0.007 | 0.094 | 0.050 | 0.075 |
| 2022 | -0.001 | -0.082 | 0.087 | 0.026 |
| 2021 | 0.020 | 0.044 | 0.064 | 0.001 |
| 2020 | -0.154 | 0.167 | 0.057 | 0.102 |
| 2019 | 0.045 | 0.008 | -0.004 | 0.035 |
| 2018 | -0.015 | 0.023 | 0.007 | 0.000 |
| 2017 | 0.094 | 0.033 | 0.031 | 0.046 |
| 2016 | -0.019 | 0.060 | 0.039 | -0.041 |
| 2015 | 0.031 | -0.004 | -0.020 | 0.002 |
| 2014 | 0.052 | 0.119 | 0.063 | 0.038 |
| 2013 | -0.028 | 0.026 | -0.012 | 0.092 |
| 2012 | 0.129 | 0.005 | 0.081 | 0.042 |
| 2011 | -0.028 | -0.023 | -0.114 | -0.062 |
| 2010 | 0.041 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.085 |
| 3 years | 0.125 |
| 5 years | 0.135 |
| 10 years | 0.098 |