Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | 55 |
| 1 month | -0.040 | 0 | 68 |
| 3 months | 0.094 | 0 | 46 |
| 1 year | 0.233 | 0 | 49 |
| 3 years | 0.013 | 0 | 42 |
| 5 years | -0.001 | 0 | 61 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.184 | — |
| 2023 | -0.150 | — |
| 2022 | -0.179 | — |
| 2021 | -0.148 | — |
| 2020 | 0.190 | — |
| 2019 | 0.171 | — |
| 2018 | -0.120 | — |
| 2017 | 0.437 | — |
| 2016 | 0.021 | — |
| 2015 | -0.036 | — |
| 2014 | 0.045 | — |
| 2013 | 0.092 | — |
| 2012 | 0.224 | — |
| 2011 | -0.211 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.135 | — | — | — |
| 2024 | -0.026 | 0.071 | 0.221 | -0.070 |
| 2023 | 0.038 | -0.103 | -0.045 | -0.044 |
| 2022 | -0.105 | 0.017 | -0.220 | 0.158 |
| 2021 | 0.028 | 0.041 | -0.162 | -0.049 |
| 2020 | -0.136 | 0.118 | 0.039 | 0.186 |
| 2019 | 0.143 | -0.011 | -0.055 | 0.096 |
| 2018 | 0.014 | -0.014 | -0.041 | -0.082 |
| 2017 | 0.112 | 0.081 | 0.098 | 0.089 |
| 2016 | -0.046 | 0.005 | 0.129 | -0.056 |
| 2015 | 0.066 | 0.070 | -0.200 | 0.057 |
| 2014 | -0.046 | 0.039 | 0.005 | 0.049 |
| 2013 | -0.003 | -0.040 | 0.088 | 0.048 |
| 2012 | 0.095 | -0.042 | 0.071 | 0.090 |
| 2011 | 0 | -0.020 | -0.222 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | -0.020 |
| 5 years | -0.021 |
| 10 years | 0.000 |