Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | — |
| 1 month | 0.042 | 0 | — |
| 3 months | -0.071 | 0 | — |
| 1 year | 0.155 | 0 | — |
| 3 years | 0.131 | 0 | — |
| 5 years | 0.084 | 0 | — |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.463 | — |
| 2022 | -0.447 | — |
| 2021 | -0.013 | — |
| 2020 | 0.508 | — |
| 2019 | 0.308 | — |
| 2018 | -0.100 | — |
| 2017 | 0.453 | — |
| 2016 | -0.020 | — |
| 2015 | 0.188 | — |
| 2014 | 0.074 | — |
| 2013 | 0.378 | — |
| 2012 | 0.081 | — |
| 2011 | -0.076 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.114 | -0.014 | 0.087 | 0.037 |
| 2023 | 0.190 | 0.113 | -0.045 | 0.157 |
| 2022 | -0.208 | -0.300 | -0.024 | 0.022 |
| 2021 | -0.023 | 0.082 | -0.057 | -0.010 |
| 2020 | -0.122 | 0.296 | 0.191 | 0.112 |
| 2019 | 0.175 | 0.053 | -0.041 | 0.102 |
| 2018 | 0.027 | 0.076 | -0.023 | -0.166 |
| 2017 | 0.147 | 0.091 | 0.091 | 0.064 |
| 2016 | -0.045 | 0.003 | 0.074 | -0.049 |
| 2015 | 0.068 | 0.065 | -0.073 | 0.127 |
| 2014 | 0.014 | 0.037 | 0.016 | 0.005 |
| 2013 | 0.003 | 0.025 | 0.183 | 0.133 |
| 2012 | 0.142 | -0.086 | 0.020 | 0.015 |
| 2011 | 0.047 | 0.027 | -0.178 | 0.045 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.109 |
| 5 years | 0.071 |
| 10 years | 0.096 |