Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 7 |
| 1 month | 0.012 | 0 | 53 |
| 3 months | 0.047 | 0 | 9 |
| 1 year | 0.079 | 0 | 50 |
| 3 years | 0.024 | 0 | 68 |
| 5 years | 0.038 | 0 | 76 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.079 | — |
| 2022 | -0.250 | — |
| 2021 | -0.091 | — |
| 2020 | 0.232 | — |
| 2019 | 0.261 | — |
| 2018 | -0.181 | — |
| 2017 | 0.466 | — |
| 2016 | 0.115 | — |
| 2015 | -0.056 | — |
| 2014 | -0.017 | — |
| 2013 | -0.085 | — |
| 2012 | 0.270 | — |
| 2011 | -0.180 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | — | — | — |
| 2024 | 0.007 | 0.052 | 0.037 | -0.066 |
| 2023 | 0.022 | 0.009 | -0.034 | 0.084 |
| 2022 | -0.121 | -0.120 | -0.100 | 0.078 |
| 2021 | 0.008 | 0.019 | -0.092 | -0.027 |
| 2020 | -0.234 | 0.206 | 0.090 | 0.222 |
| 2019 | 0.138 | 0.005 | -0.034 | 0.141 |
| 2018 | 0.009 | -0.070 | -0.043 | -0.088 |
| 2017 | 0.126 | 0.080 | 0.114 | 0.082 |
| 2016 | 0.033 | -0.001 | 0.127 | -0.042 |
| 2015 | 0.056 | 0.014 | -0.141 | 0.027 |
| 2014 | -0.019 | 0.059 | -0.034 | -0.021 |
| 2013 | -0.030 | -0.073 | 0.039 | -0.020 |
| 2012 | 0.180 | -0.068 | 0.095 | 0.056 |
| 2011 | 0.016 | -0.012 | -0.228 | 0.057 |
| 2010 | -0.106 | 0.175 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.014 |
| 5 years | 0.032 |
| 10 years | 0.032 |