Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | — |
| 1 month | 0.027 | 0 | — |
| 3 months | 0.026 | 0 | — |
| 1 year | -0.063 | 0 | — |
| 3 years | 0.291 | 0 | — |
| 5 years | 0.336 | 0 | — |
| 10 years | 0.139 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.199 | — |
| 2023 | 0.572 | — |
| 2022 | 0.252 | — |
| 2021 | 0.432 | — |
| 2020 | -0.072 | — |
| 2019 | 0.009 | — |
| 2018 | -0.199 | — |
| 2017 | 0.228 | — |
| 2016 | 0.233 | — |
| 2015 | -0.115 | — |
| 2014 | 0.490 | — |
| 2013 | -0.120 | — |
| 2012 | 0.171 | — |
| 2011 | -0.308 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.168 | 0.153 | 0.013 | -0.121 |
| 2023 | -0.029 | 0.121 | 0.176 | 0.228 |
| 2022 | 0.074 | -0.095 | 0.116 | 0.154 |
| 2021 | 0.167 | 0.190 | 0.089 | -0.054 |
| 2020 | -0.343 | 0.145 | -0.070 | 0.326 |
| 2019 | 0.087 | 0.018 | -0.126 | 0.044 |
| 2018 | -0.119 | -0.068 | -0.003 | -0.022 |
| 2017 | 0.116 | -0.048 | 0.058 | 0.092 |
| 2016 | -0.087 | 0.113 | 0.147 | 0.057 |
| 2015 | -0.065 | 0.001 | -0.078 | 0.025 |
| 2014 | 0.106 | 0.305 | -0.052 | 0.089 |
| 2013 | -0.079 | -0.041 | -0.095 | 0.101 |
| 2012 | 0.150 | -0.026 | 0.043 | 0.002 |
| 2011 | -0.045 | -0.050 | -0.100 | -0.152 |
| 2010 | 0.053 | 0.091 | -0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.063 |
| 3 years | 0.291 |
| 5 years | 0.336 |
| 10 years | 0.139 |