Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 53 |
| 1 month | 0.002 | 0 | 82 |
| 3 months | 0.066 | 0 | 63 |
| 1 year | 0.056 | 0 | 66 |
| 3 years | 0.013 | 0 | 100 |
| 5 years | 0.044 | 0 | 85 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.011 | — |
| 2023 | 0.013 | — |
| 2022 | -0.209 | — |
| 2021 | 0.202 | — |
| 2020 | 0.040 | — |
| 2019 | 0.248 | — |
| 2018 | -0.185 | — |
| 2017 | 0.126 | — |
| 2016 | 0.167 | — |
| 2015 | 0.142 | — |
| 2014 | -0.030 | — |
| 2013 | 0.362 | — |
| 2012 | 0.257 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.066 | — | — |
| 2024 | 0.010 | 0.011 | 0.030 | -0.038 |
| 2023 | -0.004 | -0.021 | -0.011 | 0.051 |
| 2022 | -0.043 | -0.131 | -0.125 | 0.088 |
| 2021 | 0.113 | 0.047 | 0.030 | 0.002 |
| 2020 | -0.262 | 0.182 | -0.016 | 0.211 |
| 2019 | 0.072 | 0.031 | 0.022 | 0.106 |
| 2018 | -0.059 | 0.103 | -0.044 | -0.179 |
| 2017 | 0.025 | 0.016 | 0.046 | 0.034 |
| 2016 | 0.004 | -0.040 | 0.136 | 0.067 |
| 2015 | 0.035 | 0.043 | 0.003 | 0.055 |
| 2014 | 0 | -0.039 | -0.009 | 0.019 |
| 2013 | 0.096 | -0.003 | 0.146 | 0.087 |
| 2012 | 0.190 | -0.059 | 0.118 | 0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.013 |
| 5 years | 0.044 |
| 10 years | 0.043 |