Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | 82 |
| 1 month | -0.052 | 0 | 78 |
| 3 months | -0.056 | 0 | 82 |
| 1 year | -0.061 | 0 | 59 |
| 3 years | 0.030 | 0 | 51 |
| 5 years | 0.123 | 0 | 27 |
| 10 years | 0.101 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.129 | — |
| 2022 | -0.164 | — |
| 2021 | 0.309 | — |
| 2020 | 0.190 | — |
| 2019 | 0.256 | — |
| 2018 | -0.067 | — |
| 2017 | 0.173 | — |
| 2016 | 0.281 | — |
| 2015 | 0.060 | — |
| 2014 | 0.084 | — |
| 2013 | 0.294 | — |
| 2012 | 0.161 | — |
| 2011 | -0.168 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.076 | -0.032 | 0.057 | -0.028 |
| 2023 | 0.048 | -0.004 | -0.020 | 0.104 |
| 2022 | -0.128 | -0.070 | -0.014 | 0.045 |
| 2021 | 0.061 | 0.085 | 0.024 | 0.111 |
| 2020 | -0.170 | 0.211 | 0.084 | 0.092 |
| 2019 | 0.121 | 0.066 | 0.019 | 0.031 |
| 2018 | -0.053 | 0.033 | 0.051 | -0.092 |
| 2017 | 0.067 | 0.042 | 0.016 | 0.038 |
| 2016 | 0.063 | 0.120 | 0.090 | -0.013 |
| 2015 | 0.063 | -0.030 | -0.058 | 0.091 |
| 2014 | 0.030 | 0.024 | -0.027 | 0.056 |
| 2013 | 0.160 | -0.001 | 0.048 | 0.065 |
| 2012 | 0.127 | -0.040 | 0.025 | 0.048 |
| 2011 | 0 | -0.014 | -0.174 | 0.022 |
| 2010 | -0.106 | 0.038 | 0.110 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.070 |
| 3 years | 0.027 |
| 5 years | 0.121 |
| 10 years | 0.100 |