Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.420 | 0 | — |
| 1 month | 0.038 | 0 | — |
| 3 months | 0.065 | 0 | — |
| 1 year | 0.411 | 0 | — |
| 3 years | 0.239 | 0 | — |
| 5 years | 0.036 | 0 | — |
| 10 years | 0.139 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.012 | — |
| 2022 | -0.072 | — |
| 2021 | -0.103 | — |
| 2020 | 0.263 | — |
| 2019 | 0.316 | — |
| 2018 | -0.118 | — |
| 2017 | -0.036 | — |
| 2016 | 0.787 | — |
| 2015 | -0.187 | — |
| 2014 | 0.023 | — |
| 2013 | -0.478 | — |
| 2012 | -0.115 | — |
| 2011 | -0.184 | — |
| 2010 | 0.423 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.270 | 0.077 | — | — |
| 2024 | 0.004 | 0.094 | 0.140 | -0.072 |
| 2023 | 0.085 | -0.096 | -0.059 | 0.097 |
| 2022 | 0.092 | -0.195 | -0.069 | 0.135 |
| 2021 | -0.142 | 0.033 | -0.090 | 0.113 |
| 2020 | -0.134 | 0.539 | 0.061 | -0.107 |
| 2019 | 0.054 | 0.164 | 0.097 | -0.022 |
| 2018 | -0.147 | 0.060 | -0.134 | 0.127 |
| 2017 | 0.055 | -0.077 | -0.001 | -0.010 |
| 2016 | 0.425 | 0.428 | 0.021 | -0.140 |
| 2015 | 0.011 | -0.071 | -0.164 | 0.036 |
| 2014 | 0.129 | 0.057 | -0.093 | -0.055 |
| 2013 | -0.101 | -0.369 | 0.087 | -0.154 |
| 2012 | -0.040 | -0.106 | 0.161 | -0.112 |
| 2011 | -0.077 | -0.053 | -0.032 | -0.036 |
| 2010 | 0.038 | 0.119 | 0.085 | 0.129 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.411 |
| 3 years | 0.239 |
| 5 years | 0.036 |
| 10 years | 0.139 |