Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 55 |
| 1 month | -0.058 | 0 | 86 |
| 3 months | 0.036 | 0 | 74 |
| 1 year | 0.145 | 0 | 57 |
| 3 years | -0.030 | 0 | 60 |
| 5 years | -0.055 | 0 | 90 |
| 10 years | -0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | -0.183 | — |
| 2022 | -0.243 | — |
| 2021 | -0.269 | — |
| 2020 | 0.295 | — |
| 2019 | 0.174 | — |
| 2018 | -0.225 | — |
| 2017 | 0.623 | — |
| 2016 | -0.024 | — |
| 2015 | -0.013 | — |
| 2014 | -0.067 | — |
| 2013 | 0.213 | — |
| 2012 | 0.162 | — |
| 2011 | -0.241 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.129 | — | — | — |
| 2024 | -0.017 | 0.045 | 0.178 | -0.077 |
| 2023 | 0.022 | -0.125 | -0.026 | -0.062 |
| 2022 | -0.163 | 0.048 | -0.234 | 0.127 |
| 2021 | -0.028 | 0.002 | -0.197 | -0.065 |
| 2020 | -0.147 | 0.166 | 0.122 | 0.161 |
| 2019 | 0.185 | -0.042 | -0.047 | 0.085 |
| 2018 | -0.013 | -0.055 | -0.047 | -0.129 |
| 2017 | 0.143 | 0.092 | 0.172 | 0.110 |
| 2016 | -0.047 | 0.003 | 0.105 | -0.076 |
| 2015 | 0.056 | 0.109 | -0.213 | 0.072 |
| 2014 | -0.079 | -0.010 | -0.037 | 0.063 |
| 2013 | 0.008 | -0.015 | 0.130 | 0.082 |
| 2012 | 0.086 | -0.080 | 0.036 | 0.123 |
| 2011 | 0.008 | -0.012 | -0.250 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | -0.047 |
| 5 years | -0.064 |
| 10 years | -0.027 |