Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 36 |
| 1 month | 0.086 | 0 | 2 |
| 3 months | 0.238 | 0 | 1 |
| 1 year | 0.078 | 0 | 31 |
| 3 years | -0.054 | 0 | 99 |
| 5 years | -0.103 | 0 | 100 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.084 | — |
| 2023 | -0.039 | — |
| 2022 | -0.384 | — |
| 2021 | -0.206 | — |
| 2020 | 0.768 | — |
| 2019 | 0.239 | — |
| 2018 | 0.047 | — |
| 2017 | 0.319 | — |
| 2016 | 0.106 | — |
| 2015 | 0.125 | — |
| 2014 | 0.080 | — |
| 2013 | 0.569 | — |
| 2012 | 0.202 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.129 | 0.118 | — | — |
| 2024 | -0.098 | -0.039 | 0.017 | 0.039 |
| 2023 | -0.009 | -0.031 | -0.090 | 0.100 |
| 2022 | -0.161 | -0.232 | 0.006 | -0.050 |
| 2021 | -0.076 | 0.107 | -0.120 | -0.118 |
| 2020 | -0.061 | 0.447 | 0.108 | 0.174 |
| 2019 | 0.174 | 0.051 | -0.053 | 0.059 |
| 2018 | 0.026 | 0.158 | 0.097 | -0.197 |
| 2017 | 0.079 | 0.099 | 0.038 | 0.071 |
| 2016 | -0.040 | 0.028 | 0.144 | -0.021 |
| 2015 | 0.101 | 0.004 | -0.100 | 0.131 |
| 2014 | 0.018 | -0.017 | -0.003 | 0.082 |
| 2013 | 0.210 | 0.087 | 0.151 | 0.036 |
| 2012 | 0.160 | -0.045 | 0.045 | 0.038 |
| 2011 | -0.177 | 0.013 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | -0.054 |
| 5 years | -0.103 |
| 10 years | 0.044 |