Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | -0.050 | 0 | — |
| 1 year | 0.005 | 0 | — |
| 3 years | 0.199 | 0 | — |
| 5 years | 0.215 | 0 | — |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.266 | — |
| 2023 | 0.336 | — |
| 2022 | 0.171 | — |
| 2021 | 0.259 | — |
| 2020 | -0.183 | — |
| 2019 | 0.077 | — |
| 2018 | -0.182 | — |
| 2017 | 0.148 | — |
| 2016 | 0.024 | — |
| 2015 | 0.114 | — |
| 2014 | 0.064 | — |
| 2013 | 0.584 | — |
| 2012 | 0.127 | — |
| 2011 | -0.215 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.213 | 0.003 | -0.052 | 0.098 |
| 2023 | 0.068 | 0.165 | 0.088 | -0.014 |
| 2022 | 0.099 | 0.031 | -0.040 | 0.076 |
| 2021 | 0.245 | 0.008 | 0.048 | -0.043 |
| 2020 | -0.287 | 0.042 | -0.028 | 0.132 |
| 2019 | 0.055 | -0.047 | -0.007 | 0.079 |
| 2018 | -0.073 | -0.014 | 0.075 | -0.167 |
| 2017 | -0.010 | 0.031 | 0.035 | 0.087 |
| 2016 | -0.169 | -0.135 | 0.133 | 0.256 |
| 2015 | 0.119 | 0.093 | -0.151 | 0.073 |
| 2014 | -0.062 | 0.046 | 0.035 | 0.048 |
| 2013 | 0.224 | 0.120 | 0.040 | 0.111 |
| 2012 | 0.208 | -0.165 | -0.067 | 0.198 |
| 2011 | -0.033 | -0.028 | -0.114 | -0.057 |
| 2010 | -0.142 | -0.042 | 0.119 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.199 |
| 5 years | 0.215 |
| 10 years | 0.065 |