Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 40 |
| 1 month | 0.015 | 0 | 62 |
| 3 months | -0.056 | 0 | 42 |
| 1 year | 0.066 | 0 | 43 |
| 3 years | 0.048 | 0 | 75 |
| 5 years | 0.091 | 0 | 52 |
| 10 years | 0.094 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.174 | — |
| 2022 | -0.232 | — |
| 2021 | 0.127 | — |
| 2020 | 0.283 | — |
| 2019 | 0.404 | — |
| 2018 | -0.036 | — |
| 2017 | 0.283 | — |
| 2016 | -0.008 | — |
| 2015 | -0.012 | — |
| 2014 | 0.044 | — |
| 2013 | 0.324 | — |
| 2012 | 0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.091 | 0.028 | 0.033 | -0.020 |
| 2023 | 0.091 | 0.040 | -0.063 | 0.104 |
| 2022 | -0.039 | -0.200 | -0.055 | 0.058 |
| 2021 | 0.038 | 0.076 | -0.011 | 0.021 |
| 2020 | -0.162 | 0.208 | 0.107 | 0.146 |
| 2019 | 0.192 | 0.081 | -0.004 | 0.094 |
| 2018 | 0.008 | 0.071 | 0.020 | -0.124 |
| 2017 | 0.092 | 0.066 | 0.053 | 0.047 |
| 2016 | -0.049 | -0.008 | 0.072 | -0.019 |
| 2015 | 0.026 | -0.005 | -0.079 | 0.051 |
| 2014 | -0.005 | 0.038 | -0.019 | 0.031 |
| 2013 | 0.104 | 0.017 | 0.078 | 0.094 |
| 2012 | 0.169 | -0.057 | 0.064 | -0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.031 |
| 5 years | 0.080 |
| 10 years | 0.088 |