Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 20 |
| 1 month | -0.091 | 0 | 62 |
| 3 months | -0.002 | 0 | 17 |
| 1 year | 0.177 | 0 | 21 |
| 3 years | 0.003 | 0 | 20 |
| 5 years | -0.023 | 0 | 52 |
| 10 years | -0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.259 | — |
| 2023 | -0.142 | — |
| 2022 | -0.179 | — |
| 2021 | -0.164 | — |
| 2020 | 0.177 | — |
| 2019 | 0.256 | — |
| 2018 | -0.159 | — |
| 2017 | 0.342 | — |
| 2016 | 0.033 | — |
| 2015 | 0.020 | — |
| 2014 | 0.216 | — |
| 2013 | -0.019 | — |
| 2012 | 0.211 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.105 | — | — | — |
| 2024 | -0.007 | 0.085 | 0.181 | -0.010 |
| 2023 | 0.032 | -0.107 | 0.011 | -0.080 |
| 2022 | -0.124 | 0.093 | -0.169 | 0.033 |
| 2021 | 0.036 | 0.012 | -0.164 | -0.045 |
| 2020 | -0.084 | 0.119 | 0.079 | 0.063 |
| 2019 | 0.204 | -0.055 | -0.011 | 0.117 |
| 2018 | -0.016 | 0.016 | -0.064 | -0.102 |
| 2017 | 0.111 | 0.035 | 0.095 | 0.066 |
| 2016 | -0.095 | 0.024 | 0.128 | -0.012 |
| 2015 | 0.212 | 0.020 | -0.219 | 0.057 |
| 2014 | -0.061 | 0.064 | 0.096 | 0.111 |
| 2013 | -0.025 | -0.087 | 0.087 | 0.013 |
| 2012 | 0.080 | -0.013 | 0.034 | 0.099 |
| 2011 | 0.109 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | -0.013 |
| 5 years | -0.033 |
| 10 years | -0.009 |