Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.468 | 0 | — |
| 1 month | -0.002 | 0 | — |
| 3 months | 0.053 | 0 | — |
| 1 year | 0.380 | 0 | — |
| 3 years | 0.217 | 0 | — |
| 5 years | -0.008 | 0 | — |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.014 | — |
| 2022 | -0.213 | — |
| 2021 | -0.131 | — |
| 2020 | 0.236 | — |
| 2019 | 0.285 | — |
| 2018 | -0.213 | — |
| 2017 | -0.007 | — |
| 2016 | 0.451 | — |
| 2015 | -0.244 | — |
| 2014 | -0.071 | — |
| 2013 | -0.492 | — |
| 2012 | -0.102 | — |
| 2011 | -0.201 | — |
| 2010 | 0.318 | — |
| 2009 | 0.440 | — |
| 2008 | -0.390 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.299 | 0.132 | — | — |
| 2024 | 0.005 | 0.078 | 0.172 | -0.134 |
| 2023 | 0.109 | -0.089 | -0.095 | 0.107 |
| 2022 | 0.067 | -0.278 | -0.145 | 0.196 |
| 2021 | -0.120 | 0.021 | -0.121 | 0.099 |
| 2020 | -0.199 | 0.519 | 0.082 | -0.061 |
| 2019 | 0.074 | 0.113 | 0.035 | 0.038 |
| 2018 | -0.119 | -0.013 | -0.148 | 0.063 |
| 2017 | 0.039 | -0.045 | 0.014 | -0.014 |
| 2016 | 0.380 | 0.329 | -0.020 | -0.193 |
| 2015 | -0.046 | -0.027 | -0.189 | 0.003 |
| 2014 | 0.132 | 0.058 | -0.144 | -0.094 |
| 2013 | -0.178 | -0.377 | 0.148 | -0.135 |
| 2012 | -0.029 | -0.113 | 0.169 | -0.108 |
| 2011 | -0.044 | -0.070 | -0.058 | -0.045 |
| 2010 | -0.036 | 0.099 | 0.136 | 0.095 |
| 2009 | 0.097 | 0.109 | 0.120 | 0.058 |
| 2008 | 0.055 | -0.009 | -0.340 | -0.116 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.343 |
| 3 years | 0.209 |
| 5 years | -0.012 |
| 10 years | 0.068 |