Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 82 |
| 1 month | 0.006 | 0 | 87 |
| 3 months | -0.019 | 0 | 93 |
| 1 year | -0.019 | 0 | 76 |
| 3 years | 0.071 | 0 | 29 |
| 5 years | 0.111 | 0 | 40 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.086 | — |
| 2023 | 0.228 | — |
| 2022 | 0.035 | — |
| 2021 | 0.106 | — |
| 2020 | -0.010 | — |
| 2019 | 0.119 | — |
| 2018 | -0.134 | — |
| 2017 | 0.074 | — |
| 2016 | 0.036 | — |
| 2015 | 0.001 | — |
| 2014 | 0.019 | — |
| 2013 | 0.080 | — |
| 2012 | 0.208 | — |
| 2011 | -0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | -0.042 | -0.084 | -0.006 | 0.046 |
| 2023 | 0.144 | -0.010 | -0.032 | 0.120 |
| 2022 | 0.026 | -0.128 | -0.027 | 0.188 |
| 2021 | 0.020 | 0.053 | 0.017 | 0.012 |
| 2020 | -0.254 | 0.115 | -0.013 | 0.207 |
| 2019 | 0.058 | 0.025 | -0.003 | 0.036 |
| 2018 | -0.026 | 0.023 | 0.067 | -0.186 |
| 2017 | 0.063 | 0.011 | 0.022 | -0.023 |
| 2016 | 0.067 | -0.003 | 0.038 | -0.062 |
| 2015 | 0.008 | 0.011 | -0.041 | 0.025 |
| 2014 | -0.049 | 0.067 | 0.062 | -0.055 |
| 2013 | 0.045 | -0.063 | 0.043 | 0.057 |
| 2012 | 0.057 | 0.029 | 0.024 | 0.084 |
| 2011 | -0.041 | -0.019 | -0.085 | 0.091 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.071 |
| 5 years | 0.111 |
| 10 years | 0.033 |