Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | — |
| 1 month | -0.019 | 0 | — |
| 3 months | 0.027 | 0 | — |
| 1 year | 0.128 | 0 | — |
| 3 years | -0.076 | 0 | — |
| 5 years | -0.065 | 0 | — |
| 10 years | -0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | -0.187 | — |
| 2022 | -0.291 | — |
| 2021 | -0.180 | — |
| 2020 | 0.184 | — |
| 2019 | 0.259 | — |
| 2018 | -0.228 | — |
| 2017 | 0.614 | — |
| 2016 | -0.039 | — |
| 2015 | -0.012 | — |
| 2014 | -0.086 | — |
| 2013 | 0.315 | — |
| 2012 | 0.156 | — |
| 2011 | -0.197 | — |
| 2010 | 0.046 | — |
| 2009 | 0.724 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | -0.017 | 0.023 | 0.218 | -0.094 |
| 2023 | -0.003 | -0.101 | -0.027 | -0.068 |
| 2022 | -0.129 | -0.037 | -0.230 | 0.098 |
| 2021 | 0.015 | 0.117 | -0.218 | -0.075 |
| 2020 | -0.179 | 0.174 | 0.112 | 0.105 |
| 2019 | 0.184 | -0.026 | -0.088 | 0.196 |
| 2018 | 0.019 | -0.061 | -0.129 | -0.073 |
| 2017 | 0.162 | 0.124 | 0.193 | 0.036 |
| 2016 | -0.085 | -0.021 | 0.140 | -0.059 |
| 2015 | 0.054 | 0.098 | -0.215 | 0.088 |
| 2014 | -0.009 | -0.006 | -0.015 | -0.058 |
| 2013 | 0.063 | -0.006 | 0.075 | 0.157 |
| 2012 | 0.024 | -0.031 | 0.050 | 0.110 |
| 2011 | -0.005 | 0.026 | -0.200 | -0.017 |
| 2010 | -0.017 | -0.113 | 0.121 | 0.070 |
| 2009 | 0.021 | 0.186 | 0.130 | 0.260 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | -0.076 |
| 5 years | -0.065 |
| 10 years | -0.025 |