Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 90 |
| 1 month | 0.012 | 0 | 57 |
| 3 months | -0.089 | 0 | 89 |
| 1 year | -0.009 | 0 | 79 |
| 3 years | 0.037 | 0 | 57 |
| 5 years | 0.097 | 0 | 58 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.217 | — |
| 2022 | -0.239 | — |
| 2021 | 0.107 | — |
| 2020 | 0.311 | — |
| 2019 | 0.223 | — |
| 2018 | -0.175 | — |
| 2017 | 0.268 | — |
| 2016 | 0.007 | — |
| 2015 | 0.021 | — |
| 2014 | -0.005 | — |
| 2013 | 0.419 | — |
| 2012 | 0.183 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.069 | -0.027 | 0.052 | -0.023 |
| 2023 | 0.070 | 0.046 | -0.028 | 0.118 |
| 2022 | -0.085 | -0.192 | -0.066 | 0.102 |
| 2021 | 0.078 | 0.023 | -0.012 | 0.017 |
| 2020 | -0.245 | 0.250 | 0.110 | 0.251 |
| 2019 | 0.136 | 0.025 | -0.034 | 0.087 |
| 2018 | -0.006 | 0.031 | 0.019 | -0.210 |
| 2017 | 0.045 | 0.060 | 0.067 | 0.073 |
| 2016 | -0.046 | -0.004 | 0.053 | 0.007 |
| 2015 | 0.071 | 0.004 | -0.097 | 0.051 |
| 2014 | 0.002 | 0.019 | -0.045 | 0.021 |
| 2013 | 0.143 | 0.026 | 0.115 | 0.086 |
| 2012 | 0.160 | -0.056 | 0.092 | -0.010 |
| 2011 | 0.016 | -0.193 | 0.065 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.030 |
| 5 years | 0.092 |
| 10 years | 0.051 |