Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | 22 |
| 1 month | -0.092 | 0 | 19 |
| 3 months | -0.055 | 0 | 21 |
| 1 year | -0.003 | 0 | 14 |
| 3 years | 0.070 | 0 | 24 |
| 5 years | 0.165 | 0 | 79 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | -0.004 | — |
| 2022 | 0.354 | — |
| 2021 | 0.237 | — |
| 2020 | -0.198 | — |
| 2019 | 0.065 | — |
| 2018 | -0.140 | — |
| 2017 | -0.030 | — |
| 2016 | 0.237 | — |
| 2015 | -0.317 | — |
| 2014 | -0.050 | — |
| 2013 | 0.140 | — |
| 2012 | -0.122 | — |
| 2011 | 0.008 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.125 | 0.016 | 0.005 | 0.051 |
| 2023 | -0.054 | 0.011 | 0.089 | -0.043 |
| 2022 | 0.230 | -0.024 | 0.031 | 0.094 |
| 2021 | 0.094 | 0.094 | -0.016 | 0.050 |
| 2020 | -0.347 | 0.093 | -0.024 | 0.151 |
| 2019 | 0.121 | -0.050 | -0.033 | 0.035 |
| 2018 | -0.056 | 0.124 | -0.015 | -0.177 |
| 2017 | -0.047 | -0.078 | 0.061 | 0.040 |
| 2016 | 0.031 | 0.096 | 0.032 | 0.060 |
| 2015 | -0.012 | -0.047 | -0.204 | -0.089 |
| 2014 | 0.067 | 0.124 | -0.062 | -0.156 |
| 2013 | 0.045 | -0.019 | 0.051 | 0.057 |
| 2012 | -0.019 | -0.116 | 0.083 | -0.065 |
| 2011 | 0.083 | -0.045 | -0.108 | 0.093 |
| 2010 | -0.046 | 0.093 | 0.152 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.070 |
| 5 years | 0.165 |
| 10 years | 0.009 |