Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | 80 |
| 1 month | -0.041 | 0 | 48 |
| 3 months | 0.091 | 0 | 65 |
| 1 year | 0.227 | 0 | 59 |
| 3 years | 0.007 | 0 | 53 |
| 5 years | -0.009 | 0 | 58 |
| 10 years | 0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | -0.155 | — |
| 2022 | -0.185 | — |
| 2021 | -0.157 | — |
| 2020 | 0.181 | — |
| 2019 | 0.162 | — |
| 2018 | -0.125 | — |
| 2017 | 0.422 | — |
| 2016 | 0.015 | — |
| 2015 | -0.043 | — |
| 2014 | 0.035 | — |
| 2013 | 0.072 | — |
| 2012 | 0.123 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.133 | — | — | — |
| 2024 | -0.028 | 0.069 | 0.218 | -0.068 |
| 2023 | 0.037 | -0.105 | -0.047 | -0.046 |
| 2022 | -0.106 | 0.014 | -0.221 | 0.154 |
| 2021 | 0.025 | 0.039 | -0.165 | -0.052 |
| 2020 | -0.136 | 0.113 | 0.038 | 0.183 |
| 2019 | 0.140 | -0.013 | -0.056 | 0.093 |
| 2018 | 0.012 | -0.016 | -0.042 | -0.083 |
| 2017 | 0.108 | 0.079 | 0.096 | 0.086 |
| 2016 | -0.047 | 0.004 | 0.126 | -0.057 |
| 2015 | 0.063 | 0.064 | -0.198 | 0.055 |
| 2014 | -0.049 | 0.035 | 0.004 | 0.048 |
| 2013 | -0.010 | -0.043 | 0.084 | 0.044 |
| 2012 | 0.021 | -0.047 | 0.067 | 0.081 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.227 |
| 3 years | 0.007 |
| 5 years | -0.009 |
| 10 years | 0.002 |