Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | -0.034 | 0 | — |
| 1 year | -0.011 | 0 | — |
| 3 years | 0.105 | 0 | — |
| 5 years | 0.103 | 0 | — |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.196 | — |
| 2023 | 0.249 | — |
| 2022 | -0.182 | — |
| 2021 | 0.049 | — |
| 2020 | 0.183 | — |
| 2019 | 0.190 | — |
| 2018 | -0.237 | — |
| 2017 | 0.173 | — |
| 2016 | -0.029 | — |
| 2015 | 0.094 | — |
| 2014 | 0.144 | — |
| 2013 | 0.386 | — |
| 2012 | 0.260 | — |
| 2011 | -0.125 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.188 | 0.021 | -0.064 | 0.053 |
| 2023 | 0.076 | 0.142 | -0.012 | 0.028 |
| 2022 | -0.088 | -0.081 | -0.002 | -0.022 |
| 2021 | 0.002 | -0.006 | 0.083 | -0.026 |
| 2020 | -0.155 | 0.172 | 0.055 | 0.133 |
| 2019 | 0.070 | -0.016 | 0.045 | 0.081 |
| 2018 | -0.065 | 0.006 | 0.023 | -0.207 |
| 2017 | 0.002 | 0.061 | 0.020 | 0.082 |
| 2016 | -0.095 | -0.045 | 0.047 | 0.073 |
| 2015 | 0.125 | 0.016 | -0.152 | 0.129 |
| 2014 | -0.048 | 0.064 | 0.065 | 0.061 |
| 2013 | 0.188 | 0.046 | 0.045 | 0.068 |
| 2012 | 0.179 | -0.065 | -0.008 | 0.151 |
| 2011 | -0.019 | 0.006 | -0.075 | -0.041 |
| 2010 | 0.010 | 0.088 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.061 |
| 3 years | 0.086 |
| 5 years | 0.091 |
| 10 years | 0.034 |