Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | -0.061 | 0 | — |
| 1 year | -0.053 | 0 | — |
| 3 years | 0.029 | 0 | — |
| 5 years | 0.079 | 0 | — |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.010 | — |
| 2023 | 0.194 | — |
| 2022 | -0.213 | — |
| 2021 | 0.326 | — |
| 2020 | 0.114 | — |
| 2019 | 0.359 | — |
| 2018 | -0.050 | — |
| 2017 | 0.074 | — |
| 2016 | -0.032 | — |
| 2015 | 0.157 | — |
| 2014 | 0.106 | — |
| 2013 | 0.159 | — |
| 2012 | 0.319 | — |
| 2011 | -0.004 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.119 | -0.037 | 0.007 | -0.069 |
| 2023 | 0.120 | 0.041 | -0.072 | 0.105 |
| 2022 | -0.114 | -0.120 | -0.050 | 0.062 |
| 2021 | 0.048 | 0.096 | 0.043 | 0.107 |
| 2020 | -0.103 | 0.142 | 0.029 | 0.057 |
| 2019 | 0.170 | 0.049 | 0.033 | 0.072 |
| 2018 | -0.032 | 0.097 | 0.033 | -0.134 |
| 2017 | 0.067 | 0.018 | -0.011 | 0 |
| 2016 | -0.066 | 0.027 | 0.014 | -0.006 |
| 2015 | 0.166 | -0.039 | -0.032 | 0.067 |
| 2014 | 0.024 | 0.024 | -0.001 | 0.056 |
| 2013 | 0.095 | -0.041 | 0.070 | 0.031 |
| 2012 | 0.132 | 0.030 | 0.069 | 0.058 |
| 2011 | -0.010 | 0.023 | -0.084 | 0.073 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.091 |
| 3 years | 0.015 |
| 5 years | 0.070 |
| 10 years | 0.059 |