Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.064 | 0 | — |
| 1 year | 0.033 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.115 | 0 | — |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.150 | — |
| 2022 | -0.115 | — |
| 2021 | 0.220 | — |
| 2020 | 0.087 | — |
| 2019 | 0.228 | — |
| 2018 | -0.111 | — |
| 2017 | 0.166 | — |
| 2016 | 0.043 | — |
| 2015 | 0.084 | — |
| 2014 | 0.070 | — |
| 2013 | 0.209 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.093 | 0.028 | 0.037 | -0.005 |
| 2023 | 0.030 | 0.054 | -0.025 | 0.086 |
| 2022 | -0.031 | -0.128 | -0.039 | 0.091 |
| 2021 | 0.073 | 0.035 | 0.003 | 0.095 |
| 2020 | -0.196 | 0.122 | 0.070 | 0.126 |
| 2019 | 0.107 | 0.033 | 0.021 | 0.052 |
| 2018 | -0.030 | -0.007 | 0.036 | -0.109 |
| 2017 | 0.041 | 0.023 | 0.041 | 0.053 |
| 2016 | -0.020 | -0.019 | 0.039 | 0.045 |
| 2015 | 0.057 | -0.016 | -0.051 | 0.099 |
| 2014 | 0.001 | 0.049 | -0.029 | 0.050 |
| 2013 | 0.068 | 0.003 | 0.064 | 0.061 |
| 2012 | 0.011 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.069 |
| 5 years | 0.115 |
| 10 years | 0.074 |