Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 11 |
| 1 month | -0.027 | 0 | 19 |
| 3 months | -0.019 | 0 | 11 |
| 1 year | -0.055 | 0 | 21 |
| 3 years | -0.058 | 0 | — |
| 5 years | -0.013 | 0 | — |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.004 | — |
| 2022 | -0.146 | — |
| 2021 | -0.054 | — |
| 2020 | 0.179 | — |
| 2019 | 0.412 | — |
| 2018 | -0.136 | — |
| 2017 | -0.064 | — |
| 2016 | 0.468 | — |
| 2015 | -0.167 | — |
| 2014 | 0.100 | — |
| 2013 | -0.512 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | — | — | — |
| 2024 | 0.050 | 0.033 | 0.023 | -0.081 |
| 2023 | 0.081 | -0.084 | -0.087 | 0.110 |
| 2022 | 0.126 | -0.258 | -0.044 | 0.069 |
| 2021 | -0.114 | 0.081 | -0.127 | 0.132 |
| 2020 | -0.249 | 0.602 | 0.024 | -0.043 |
| 2019 | 0.105 | 0.092 | 0.076 | 0.087 |
| 2018 | -0.095 | 0.066 | -0.173 | 0.082 |
| 2017 | 0.080 | -0.094 | -0.020 | -0.024 |
| 2016 | 0.301 | 0.413 | -0.036 | -0.171 |
| 2015 | 0.034 | -0.017 | -0.196 | 0.020 |
| 2014 | 0.170 | 0.228 | -0.157 | -0.093 |
| 2013 | -0.168 | -0.349 | 0.069 | -0.157 |
| 2012 | -0.151 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | -0.058 |
| 5 years | -0.013 |
| 10 years | 0.024 |