Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.096 | 0 | 92 |
| 1 month | 0.023 | 0 | 77 |
| 3 months | -0.021 | 0 | 88 |
| 1 year | 0.028 | 0 | 77 |
| 3 years | 0.118 | 0 | 95 |
| 5 years | 0.208 | 0 | 58 |
| 10 years | 0.130 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.184 | — |
| 2023 | 0.266 | — |
| 2022 | -0.041 | — |
| 2021 | 0.343 | — |
| 2020 | 0.290 | — |
| 2019 | 0.022 | — |
| 2018 | -0.079 | — |
| 2017 | 0.472 | — |
| 2016 | 0.060 | — |
| 2015 | 0.051 | — |
| 2014 | 0.498 | — |
| 2013 | 0.143 | — |
| 2012 | 0.202 | — |
| 2011 | -0.195 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.117 | — | — | — |
| 2024 | 0.015 | 0.129 | 0.090 | -0.052 |
| 2023 | -0.035 | 0.132 | 0.072 | 0.081 |
| 2022 | -0.073 | -0.089 | 0.125 | 0.009 |
| 2021 | 0.108 | 0.101 | 0.077 | 0.023 |
| 2020 | -0.227 | 0.205 | 0.154 | 0.201 |
| 2019 | 0.025 | -0.020 | 0.003 | 0.014 |
| 2018 | -0.075 | 0.005 | -0.028 | 0.019 |
| 2017 | 0.150 | 0.042 | 0.060 | 0.159 |
| 2016 | -0.042 | 0.055 | 0.111 | -0.055 |
| 2015 | 0.082 | -0.010 | -0.017 | -0.002 |
| 2014 | 0.067 | 0.190 | 0.099 | 0.073 |
| 2013 | -0.023 | 0.034 | 0.038 | 0.089 |
| 2012 | 0.111 | -0.019 | 0.075 | 0.027 |
| 2011 | -0.059 | 0.006 | -0.103 | -0.052 |
| 2010 | 0.045 | 0.069 | 0.036 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.118 |
| 5 years | 0.208 |
| 10 years | 0.130 |