Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 21 |
| 1 month | -0.015 | 0 | 80 |
| 3 months | 0.032 | 0 | 16 |
| 1 year | 0.144 | 0 | 7 |
| 3 years | -0.065 | 0 | — |
| 5 years | -0.054 | 0 | — |
| 10 years | -0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | -0.182 | — |
| 2022 | -0.277 | — |
| 2021 | -0.176 | — |
| 2020 | 0.228 | — |
| 2019 | 0.286 | — |
| 2018 | -0.214 | — |
| 2017 | 0.630 | — |
| 2016 | -0.024 | — |
| 2015 | -0.015 | — |
| 2014 | -0.115 | — |
| 2013 | 0.315 | — |
| 2012 | 0.151 | — |
| 2011 | -0.196 | — |
| 2010 | 0.068 | — |
| 2009 | 0.761 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | -0.016 | 0.029 | 0.221 | -0.094 |
| 2023 | -0.002 | -0.098 | -0.025 | -0.068 |
| 2022 | -0.126 | -0.028 | -0.227 | 0.100 |
| 2021 | 0.016 | 0.119 | -0.217 | -0.074 |
| 2020 | -0.164 | 0.188 | 0.116 | 0.107 |
| 2019 | 0.191 | -0.019 | -0.083 | 0.201 |
| 2018 | 0.024 | -0.056 | -0.129 | -0.066 |
| 2017 | 0.168 | 0.124 | 0.195 | 0.039 |
| 2016 | -0.083 | -0.017 | 0.143 | -0.053 |
| 2015 | 0.054 | 0.096 | -0.214 | 0.086 |
| 2014 | -0.036 | -0.011 | -0.016 | -0.057 |
| 2013 | 0.054 | 0.001 | 0.076 | 0.158 |
| 2012 | 0.024 | -0.030 | 0.050 | 0.103 |
| 2011 | -0.003 | 0.021 | -0.199 | -0.014 |
| 2010 | -0.008 | -0.106 | 0.124 | 0.071 |
| 2009 | 0.018 | 0.211 | 0.130 | 0.265 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.144 |
| 3 years | -0.065 |
| 5 years | -0.054 |
| 10 years | -0.011 |