Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.460 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | 0.051 | 0 | — |
| 1 year | 0.369 | 0 | — |
| 3 years | 0.215 | 0 | — |
| 5 years | -0.005 | 0 | — |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.009 | — |
| 2022 | -0.199 | — |
| 2021 | -0.124 | — |
| 2020 | 0.249 | — |
| 2019 | 0.291 | — |
| 2018 | -0.206 | — |
| 2017 | -0.004 | — |
| 2016 | 0.467 | — |
| 2015 | -0.246 | — |
| 2014 | -0.061 | — |
| 2013 | -0.486 | — |
| 2012 | -0.093 | — |
| 2011 | -0.195 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.298 | 0.128 | — | — |
| 2024 | 0.006 | 0.075 | 0.174 | -0.138 |
| 2023 | 0.109 | -0.091 | -0.097 | 0.108 |
| 2022 | 0.068 | -0.275 | -0.140 | 0.202 |
| 2021 | -0.119 | 0.024 | -0.117 | 0.100 |
| 2020 | -0.195 | 0.518 | 0.086 | -0.059 |
| 2019 | 0.079 | 0.110 | 0.035 | 0.042 |
| 2018 | -0.120 | -0.011 | -0.144 | 0.066 |
| 2017 | 0.041 | -0.045 | 0.014 | -0.012 |
| 2016 | 0.390 | 0.328 | -0.020 | -0.189 |
| 2015 | -0.050 | -0.027 | -0.187 | 0.003 |
| 2014 | 0.136 | 0.059 | -0.142 | -0.090 |
| 2013 | -0.177 | -0.375 | 0.152 | -0.134 |
| 2012 | -0.026 | -0.112 | 0.173 | -0.105 |
| 2011 | -0.045 | -0.068 | -0.053 | -0.046 |
| 2010 | 0.103 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.274 |
| 3 years | 0.186 |
| 5 years | -0.019 |
| 10 years | 0.068 |