Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | — |
| 1 month | -0.027 | 0 | — |
| 3 months | 0.050 | 0 | — |
| 1 year | 0.103 | 0 | — |
| 3 years | -0.024 | 0 | — |
| 5 years | -0.037 | 0 | — |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | -0.116 | — |
| 2022 | -0.232 | — |
| 2021 | -0.204 | — |
| 2020 | 0.315 | — |
| 2019 | 0.388 | — |
| 2018 | -0.153 | — |
| 2017 | 0.526 | — |
| 2016 | 0.001 | — |
| 2015 | 0.133 | — |
| 2014 | 0.022 | — |
| 2013 | 0.170 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.083 | — | — | — |
| 2024 | -0.015 | 0.050 | 0.153 | -0.091 |
| 2023 | 0.026 | -0.078 | -0.068 | 0.002 |
| 2022 | -0.115 | -0.010 | -0.210 | 0.109 |
| 2021 | -0.021 | -0.005 | -0.159 | -0.029 |
| 2020 | -0.081 | 0.161 | 0.133 | 0.089 |
| 2019 | 0.227 | 0.017 | -0.028 | 0.144 |
| 2018 | 0.065 | -0.023 | -0.103 | -0.092 |
| 2017 | 0.133 | 0.090 | 0.137 | 0.086 |
| 2016 | -0.063 | 0.023 | 0.124 | -0.071 |
| 2015 | 0.079 | 0.135 | -0.214 | 0.177 |
| 2014 | -0.027 | 0.008 | 0.023 | 0.019 |
| 2013 | -0.015 | 0.010 | 0.100 | 0.069 |
| 2012 | 0.044 | 0.129 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | -0.041 |
| 5 years | -0.047 |
| 10 years | 0.020 |