Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.110 | 0 | — |
| 1 month | -0.069 | 0 | — |
| 3 months | -0.129 | 0 | — |
| 1 year | -0.006 | 0 | — |
| 3 years | 0.028 | 0 | — |
| 5 years | 0.076 | 0 | — |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.135 | — |
| 2022 | -0.138 | — |
| 2021 | 0.237 | — |
| 2020 | 0.052 | — |
| 2019 | 0.268 | — |
| 2018 | -0.057 | — |
| 2017 | 0.049 | — |
| 2016 | 0.075 | — |
| 2015 | 0.100 | — |
| 2014 | 0.186 | — |
| 2013 | 0.149 | — |
| 2012 | 0.101 | — |
| 2011 | -0.038 | — |
| 2010 | 0.167 | — |
| 2009 | 0.174 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.087 | 0.023 | 0.009 | 0.052 |
| 2023 | 0.029 | 0.044 | -0.006 | 0.062 |
| 2022 | -0.036 | -0.095 | -0.005 | -0.007 |
| 2021 | 0.047 | 0.063 | 0.025 | 0.083 |
| 2020 | -0.157 | 0.140 | 0.011 | 0.084 |
| 2019 | 0.133 | 0.024 | 0.041 | 0.050 |
| 2018 | -0.034 | 0.060 | 0.037 | -0.112 |
| 2017 | 0.039 | -0.028 | 0.003 | 0.036 |
| 2016 | -0.045 | 0.030 | 0.028 | 0.063 |
| 2015 | 0.123 | -0.004 | -0.092 | 0.083 |
| 2014 | 0.003 | 0.053 | 0.052 | 0.067 |
| 2013 | 0.080 | -0.007 | 0.036 | 0.034 |
| 2012 | 0.077 | -0.005 | 0.061 | -0.032 |
| 2011 | -0.032 | -0.019 | -0.063 | 0.081 |
| 2010 | 0.090 | -0.007 | -0.015 | 0.094 |
| 2009 | -0.055 | 0.082 | 0.078 | 0.066 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.028 |
| 5 years | 0.076 |
| 10 years | 0.059 |