Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 9 |
| 1 month | -0.027 | 0 | 38 |
| 3 months | -0.014 | 0 | 6 |
| 1 year | 0.067 | 0 | 17 |
| 3 years | -0.009 | 0 | 82 |
| 5 years | 0.046 | 0 | 90 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.136 | — |
| 2023 | -0.009 | — |
| 2022 | -0.307 | — |
| 2021 | 0.149 | — |
| 2020 | 0.337 | — |
| 2019 | 0.301 | — |
| 2018 | -0.138 | — |
| 2017 | 0.305 | — |
| 2016 | -0.117 | — |
| 2015 | 0.124 | — |
| 2014 | 0.026 | — |
| 2013 | 0.494 | — |
| 2012 | 0.263 | — |
| 2011 | -0.176 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | 0.091 | 0.027 | 0.026 | -0.012 |
| 2023 | 0.021 | 0.017 | -0.079 | 0.037 |
| 2022 | -0.110 | -0.162 | -0.068 | -0.003 |
| 2021 | 0.000 | 0.083 | 0.045 | 0.015 |
| 2020 | -0.109 | 0.268 | 0.132 | 0.046 |
| 2019 | 0.117 | 0.047 | 0.017 | 0.094 |
| 2018 | 0.081 | -0.065 | 0.033 | -0.174 |
| 2017 | 0.061 | 0.054 | 0.048 | 0.115 |
| 2016 | -0.107 | -0.013 | 0.053 | -0.049 |
| 2015 | 0.196 | -0.002 | -0.164 | 0.126 |
| 2014 | 0.024 | 0.012 | 0.006 | -0.015 |
| 2013 | 0.170 | 0.027 | 0.105 | 0.126 |
| 2012 | 0.174 | -0.048 | 0.116 | 0.013 |
| 2011 | -0.039 | -0.065 | -0.106 | 0.026 |
| 2010 | -0.034 | 0.061 | 0.113 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | -0.026 |
| 5 years | 0.035 |
| 10 years | 0.032 |