Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 96 |
| 1 month | 0.002 | 0 | 6 |
| 3 months | -0.177 | 0 | 100 |
| 1 year | 0.151 | 0 | 9 |
| 3 years | 0.026 | 0 | 100 |
| 5 years | 0.055 | 0 | 97 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.343 | — |
| 2023 | 0.200 | — |
| 2022 | -0.495 | — |
| 2021 | 0.054 | — |
| 2020 | 0.953 | — |
| 2019 | 0.228 | — |
| 2018 | -0.140 | — |
| 2017 | 0.547 | — |
| 2016 | -0.099 | — |
| 2015 | 0.264 | — |
| 2014 | 0.117 | — |
| 2013 | 0.434 | — |
| 2012 | 0.097 | — |
| 2011 | -0.038 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.104 | — | — | — |
| 2024 | 0.099 | 0.017 | 0.029 | 0.167 |
| 2023 | 0.072 | 0.112 | -0.080 | 0.095 |
| 2022 | -0.216 | -0.281 | 0.018 | -0.119 |
| 2021 | -0.028 | 0.070 | 0.050 | -0.035 |
| 2020 | 0.013 | 0.456 | 0.107 | 0.196 |
| 2019 | 0.222 | 0.029 | -0.070 | 0.050 |
| 2018 | 0.108 | -0.007 | -0.024 | -0.199 |
| 2017 | 0.189 | 0.099 | 0.116 | 0.061 |
| 2016 | -0.124 | 0.041 | 0.116 | -0.114 |
| 2015 | 0.194 | 0.001 | -0.054 | 0.118 |
| 2014 | 0.005 | -0.009 | 0.067 | 0.050 |
| 2013 | 0.037 | 0.070 | 0.211 | 0.067 |
| 2012 | 0.129 | -0.082 | 0.072 | -0.012 |
| 2011 | 0.117 | 0.037 | -0.167 | -0.003 |
| 2010 | 0.017 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.151 |
| 3 years | 0.026 |
| 5 years | 0.055 |
| 10 years | 0.093 |