Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 90 |
| 1 month | 0.003 | 0 | 81 |
| 3 months | -0.043 | 0 | 94 |
| 1 year | -0.026 | 0 | 97 |
| 3 years | 0.030 | 0 | 57 |
| 5 years | 0.082 | 0 | 26 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.003 | — |
| 2023 | 0.130 | — |
| 2022 | -0.224 | — |
| 2021 | 0.098 | — |
| 2020 | 0.470 | — |
| 2019 | 0.387 | — |
| 2018 | -0.194 | — |
| 2017 | 0.352 | — |
| 2016 | 0.022 | — |
| 2015 | -0.009 | — |
| 2014 | -0.061 | — |
| 2013 | 0.220 | — |
| 2012 | 0.127 | — |
| 2011 | -0.110 | — |
| 2010 | 0.094 | — |
| 2009 | 0.412 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.052 | 0.016 | 0.028 | -0.088 |
| 2023 | 0.065 | 0.013 | -0.040 | 0.091 |
| 2022 | -0.115 | -0.189 | -0.080 | 0.175 |
| 2021 | 0.032 | 0.045 | -0.028 | 0.048 |
| 2020 | -0.191 | 0.401 | 0.047 | 0.238 |
| 2019 | 0.156 | -0.029 | 0.059 | 0.168 |
| 2018 | 0.017 | -0.071 | -0.001 | -0.147 |
| 2017 | 0.085 | 0.064 | 0.042 | 0.124 |
| 2016 | -0.012 | -0.010 | 0.088 | -0.039 |
| 2015 | 0.050 | -0.015 | -0.100 | 0.065 |
| 2014 | -0.066 | 0.033 | -0.024 | -0.003 |
| 2013 | 0.060 | -0.013 | 0.093 | 0.067 |
| 2012 | 0.099 | -0.079 | 0.053 | 0.058 |
| 2011 | 0.030 | 0.001 | -0.163 | 0.032 |
| 2010 | 0.017 | -0.095 | 0.093 | 0.087 |
| 2009 | -0.016 | 0.220 | 0.167 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | 0.012 |
| 5 years | 0.071 |
| 10 years | 0.065 |