Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | — |
| 1 month | -0.032 | 0 | — |
| 3 months | -0.020 | 0 | — |
| 1 year | 0.225 | 0 | — |
| 3 years | 0.005 | 0 | — |
| 5 years | -0.034 | 0 | — |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.242 | — |
| 2023 | -0.078 | — |
| 2022 | -0.167 | — |
| 2021 | 0.016 | — |
| 2020 | 0.125 | — |
| 2019 | 0.041 | — |
| 2018 | -0.027 | — |
| 2017 | 0.006 | — |
| 2016 | 0.263 | — |
| 2015 | 0.159 | — |
| 2014 | 0.166 | — |
| 2013 | -0.019 | — |
| 2012 | 0.000 | — |
| 2011 | 0.231 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | -0.016 | 0.108 | 0.120 | 0.017 |
| 2023 | -0.053 | -0.054 | 0.001 | 0.029 |
| 2022 | -0.078 | -0.049 | -0.032 | -0.018 |
| 2021 | 0.004 | -0.017 | 0.036 | -0.006 |
| 2020 | 0.253 | 0.006 | -0.018 | -0.091 |
| 2019 | 0.017 | 0.014 | 0.041 | -0.030 |
| 2018 | -0.090 | 0.063 | -0.040 | 0.048 |
| 2017 | -0.079 | -0.019 | 0.022 | 0.090 |
| 2016 | 0.032 | 0.116 | 0.064 | 0.030 |
| 2015 | 0.053 | 0.009 | 0.077 | 0.013 |
| 2014 | 0.016 | 0.013 | 0.031 | 0.098 |
| 2013 | -0.059 | 0.018 | 0.021 | 0.003 |
| 2012 | -0.069 | 0.083 | -0.034 | 0.027 |
| 2011 | -0.012 | 0.005 | 0.172 | 0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.225 |
| 3 years | 0.005 |
| 5 years | -0.034 |
| 10 years | 0.042 |