Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.394 | 0 | 3 |
| 1 month | 0.073 | 0 | 1 |
| 3 months | 0.232 | 0 | 1 |
| 1 year | 0.523 | 0 | 9 |
| 3 years | 0.075 | 0 | 67 |
| 5 years | 0.046 | 0 | 87 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.156 | — |
| 2023 | -0.020 | — |
| 2022 | -0.199 | — |
| 2021 | -0.138 | — |
| 2020 | 0.221 | — |
| 2019 | 0.365 | — |
| 2018 | -0.206 | — |
| 2017 | 0.031 | — |
| 2016 | 0.378 | — |
| 2015 | -0.297 | — |
| 2014 | -0.065 | — |
| 2013 | -0.479 | — |
| 2012 | -0.115 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.299 | — | — | — |
| 2024 | 0.010 | 0.052 | 0.182 | -0.079 |
| 2023 | 0.089 | -0.091 | -0.123 | 0.129 |
| 2022 | 0.121 | -0.304 | -0.107 | 0.149 |
| 2021 | -0.124 | 0.044 | -0.145 | 0.104 |
| 2020 | -0.259 | 0.638 | 0.080 | -0.068 |
| 2019 | 0.082 | 0.105 | 0.019 | 0.121 |
| 2018 | -0.075 | -0.002 | -0.192 | 0.063 |
| 2017 | 0.082 | -0.024 | -0.013 | -0.012 |
| 2016 | 0.346 | 0.385 | -0.027 | -0.240 |
| 2015 | -0.090 | 0.009 | -0.211 | -0.029 |
| 2014 | 0.169 | 0.196 | -0.227 | -0.135 |
| 2013 | -0.167 | -0.339 | 0.090 | -0.132 |
| 2012 | -0.033 | -0.149 | 0.261 | -0.147 |
| 2011 | -0.096 | -0.057 | -0.068 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.523 |
| 3 years | 0.075 |
| 5 years | 0.046 |
| 10 years | 0.036 |