Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.134 | 0 | 94 |
| 1 month | -0.025 | 0 | 25 |
| 3 months | -0.157 | 0 | 91 |
| 1 year | 0.114 | 0 | 28 |
| 3 years | 0.161 | 0 | 10 |
| 5 years | 0.134 | 0 | 45 |
| 10 years | 0.146 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.427 | — |
| 2023 | 0.389 | — |
| 2022 | -0.265 | — |
| 2021 | 0.199 | — |
| 2020 | 0.334 | — |
| 2019 | 0.285 | — |
| 2018 | 0.088 | — |
| 2017 | 0.204 | — |
| 2016 | 0.021 | — |
| 2015 | 0.187 | — |
| 2014 | 0.219 | — |
| 2013 | 0.431 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.111 | — | — | — |
| 2024 | 0.145 | 0.090 | 0.009 | 0.133 |
| 2023 | 0.135 | 0.121 | -0.022 | 0.116 |
| 2022 | -0.105 | -0.199 | 0.035 | -0.009 |
| 2021 | -0.019 | 0.100 | 0.023 | 0.087 |
| 2020 | -0.038 | 0.232 | 0.095 | 0.027 |
| 2019 | 0.141 | 0.041 | 0.014 | 0.066 |
| 2018 | 0.054 | 0.083 | 0.069 | -0.108 |
| 2017 | 0.082 | 0.023 | 0.018 | 0.068 |
| 2016 | -0.084 | 0.002 | 0.088 | 0.023 |
| 2015 | 0.117 | -0.023 | -0.013 | 0.103 |
| 2014 | 0.049 | 0.019 | 0.056 | 0.080 |
| 2013 | 0.107 | 0.052 | 0.072 | 0.146 |
| 2012 | 0.015 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | 0.161 |
| 5 years | 0.134 |
| 10 years | 0.146 |