Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 23 |
| 1 month | 0.007 | 0 | 13 |
| 3 months | 0.032 | 0 | 23 |
| 1 year | 0.093 | 0 | 39 |
| 3 years | -0.009 | 0 | 66 |
| 5 years | -0.032 | 0 | 71 |
| 10 years | -0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.037 | — |
| 2022 | -0.305 | — |
| 2021 | -0.174 | — |
| 2020 | 0.042 | — |
| 2019 | 0.134 | — |
| 2018 | -0.031 | — |
| 2017 | 0.058 | — |
| 2016 | 0.121 | — |
| 2015 | 0.027 | — |
| 2014 | 0.055 | — |
| 2013 | 0.001 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | 0.072 | 0.029 | 0.035 | -0.006 |
| 2023 | 0.026 | -0.008 | -0.048 | 0.071 |
| 2022 | -0.131 | -0.138 | -0.095 | 0.026 |
| 2021 | -0.003 | 0.007 | -0.089 | -0.097 |
| 2020 | -0.146 | 0.137 | 0.028 | 0.044 |
| 2019 | 0.086 | 0.017 | 0.001 | 0.025 |
| 2018 | -0.012 | -0.034 | 0.018 | -0.003 |
| 2017 | 0.034 | -0.007 | 0.023 | 0.007 |
| 2016 | 0.038 | 0.047 | 0.036 | -0.005 |
| 2015 | 0.011 | 0.028 | -0.042 | 0.031 |
| 2014 | 0.022 | 0.042 | 0.005 | -0.015 |
| 2013 | 0.004 | -0.050 | 0.020 | 0.029 |
| 2012 | 0.037 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | -0.009 |
| 5 years | -0.032 |
| 10 years | -0.004 |