Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 43 |
| 1 month | 0.027 | 0 | 19 |
| 3 months | -0.012 | 0 | 44 |
| 1 year | 0.065 | 0 | 21 |
| 3 years | 0.006 | 0 | 37 |
| 5 years | 0.068 | 0 | 51 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.103 | — |
| 2022 | -0.228 | — |
| 2021 | 0.184 | — |
| 2020 | 0.038 | — |
| 2019 | 0.316 | — |
| 2018 | -0.156 | — |
| 2017 | 0.192 | — |
| 2016 | 0.010 | — |
| 2015 | 0.239 | — |
| 2014 | 0.067 | — |
| 2013 | 0.310 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.017 | 0.007 | 0.065 | -0.046 |
| 2023 | 0.031 | 0.006 | -0.040 | 0.108 |
| 2022 | -0.101 | -0.137 | -0.099 | 0.103 |
| 2021 | 0.079 | 0.057 | -0.003 | 0.040 |
| 2020 | -0.288 | 0.182 | 0.069 | 0.155 |
| 2019 | 0.142 | 0.014 | 0.017 | 0.118 |
| 2018 | -0.025 | 0.047 | -0.011 | -0.164 |
| 2017 | 0.071 | 0.033 | 0.051 | 0.025 |
| 2016 | -0.058 | -0.044 | 0.082 | 0.037 |
| 2015 | 0.183 | 0.018 | -0.053 | 0.087 |
| 2014 | 0.063 | 0.001 | -0.028 | 0.032 |
| 2013 | 0.083 | -0.009 | 0.129 | 0.081 |
| 2012 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | -0.004 |
| 5 years | 0.062 |
| 10 years | 0.040 |