Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0 | 23 |
| 1 month | -0.009 | 0 | 66 |
| 3 months | 0.011 | 0 | 33 |
| 1 year | 0.128 | 0 | 28 |
| 3 years | 0.122 | 0 | 10 |
| 5 years | 0.092 | 0 | 10 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.141 | — |
| 2022 | -0.107 | — |
| 2021 | 0.068 | — |
| 2020 | 0.085 | — |
| 2019 | 0.177 | — |
| 2018 | -0.140 | — |
| 2017 | 0.174 | — |
| 2016 | -0.063 | — |
| 2015 | 0.174 | — |
| 2014 | 0.032 | — |
| 2013 | 0.255 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.085 | — | — | — |
| 2024 | 0.064 | 0.010 | 0.038 | -0.012 |
| 2023 | 0.087 | 0.002 | -0.015 | 0.063 |
| 2022 | -0.096 | -0.121 | -0.021 | 0.147 |
| 2021 | 0.012 | 0.039 | 0.017 | -0.002 |
| 2020 | -0.148 | 0.110 | 0.048 | 0.096 |
| 2019 | 0.072 | 0.034 | -0.006 | 0.068 |
| 2018 | 0.019 | -0.015 | -0.035 | -0.112 |
| 2017 | 0.065 | 0.035 | 0.024 | 0.040 |
| 2016 | -0.094 | -0.037 | 0.088 | -0.013 |
| 2015 | 0.152 | -0.003 | -0.036 | 0.060 |
| 2014 | 0.042 | 0.015 | -0.006 | -0.017 |
| 2013 | 0.071 | 0.020 | 0.067 | 0.078 |
| 2012 | 0.028 | 0.073 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.122 |
| 5 years | 0.092 |
| 10 years | 0.049 |