Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 12 |
| 1 month | -0.035 | 0 | 50 |
| 3 months | -0.041 | 0 | 18 |
| 1 year | -0.019 | 0 | 69 |
| 3 years | 0.017 | 0 | 14 |
| 5 years | 0.054 | 0 | 12 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.009 | — |
| 2022 | -0.003 | — |
| 2021 | -0.034 | — |
| 2020 | 0.146 | — |
| 2019 | 0.135 | — |
| 2018 | -0.058 | — |
| 2017 | 0.319 | — |
| 2016 | 0.242 | — |
| 2015 | -0.003 | — |
| 2014 | 0.214 | — |
| 2013 | -0.012 | — |
| 2012 | 0.137 | — |
| 2011 | -0.209 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.050 | 0.044 | -0.011 | -0.002 |
| 2023 | 0.036 | -0.037 | 0.020 | -0.009 |
| 2022 | -0.024 | 0.040 | -0.039 | 0.022 |
| 2021 | 0.014 | 0.007 | -0.027 | -0.027 |
| 2020 | -0.171 | 0.191 | 0.061 | 0.095 |
| 2019 | 0.097 | 0.046 | -0.008 | -0.003 |
| 2018 | -0.031 | 0.018 | -0.028 | -0.018 |
| 2017 | 0.111 | 0.049 | 0.045 | 0.083 |
| 2016 | 0.035 | 0.125 | 0.107 | -0.036 |
| 2015 | 0.125 | -0.075 | -0.102 | 0.066 |
| 2014 | 0.021 | 0.033 | 0.067 | 0.079 |
| 2013 | 0.088 | -0.041 | -0.077 | 0.026 |
| 2012 | 0.096 | -0.045 | 0.050 | 0.035 |
| 2011 | -0.029 | -0.008 | -0.190 | 0.014 |
| 2010 | 0.048 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.017 |
| 5 years | 0.054 |
| 10 years | 0.064 |