Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 24 |
| 1 month | 0.052 | 0 | 36 |
| 3 months | 0.019 | 0 | 27 |
| 1 year | 0.061 | 0 | 30 |
| 3 years | -0.062 | 0 | 57 |
| 5 years | 0.001 | 0 | 58 |
| 10 years | -0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.040 | — |
| 2023 | 0.161 | — |
| 2022 | -0.371 | — |
| 2021 | 0.179 | — |
| 2020 | -0.112 | — |
| 2019 | 0.290 | — |
| 2018 | -0.086 | — |
| 2017 | 0.135 | — |
| 2016 | -0.073 | — |
| 2015 | 0.191 | — |
| 2014 | 0.254 | — |
| 2013 | 0.090 | — |
| 2012 | 0.269 | — |
| 2011 | -0.108 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | -0.031 | 0.003 | 0.126 | -0.123 |
| 2023 | -0.048 | -0.035 | 0.041 | 0.214 |
| 2022 | -0.054 | -0.236 | -0.166 | 0.044 |
| 2021 | -0.006 | 0.096 | 0.000 | 0.081 |
| 2020 | -0.259 | 0.056 | 0.012 | 0.122 |
| 2019 | 0.142 | -0.041 | 0.084 | 0.085 |
| 2018 | -0.029 | 0.052 | -0.014 | -0.093 |
| 2017 | 0.024 | 0.039 | 0.011 | 0.055 |
| 2016 | -0.036 | -0.029 | 0.035 | -0.043 |
| 2015 | 0.202 | -0.070 | 0.033 | 0.031 |
| 2014 | 0.072 | 0.078 | 0.009 | 0.076 |
| 2013 | -0.003 | 0.004 | 0.055 | 0.033 |
| 2012 | 0.095 | 0.027 | 0.056 | 0.068 |
| 2011 | 0.028 | 0.047 | -0.172 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | -0.069 |
| 5 years | -0.003 |
| 10 years | -0.005 |