Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.173 | 0 | — |
| 1 month | -0.045 | 0 | — |
| 3 months | -0.189 | 0 | — |
| 1 year | -0.084 | 0 | — |
| 3 years | -0.009 | 0 | — |
| 5 years | 0.127 | 0 | — |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.162 | — |
| 2022 | -0.185 | — |
| 2021 | 0.280 | — |
| 2020 | 0.228 | — |
| 2019 | 0.260 | — |
| 2018 | -0.223 | — |
| 2017 | 0.202 | — |
| 2016 | 0.285 | — |
| 2015 | -0.133 | — |
| 2014 | -0.023 | — |
| 2013 | 0.401 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.134 | — | — | — |
| 2024 | 0.044 | -0.022 | 0.021 | 0.029 |
| 2023 | 0.053 | 0.062 | -0.056 | 0.100 |
| 2022 | -0.049 | -0.187 | -0.057 | 0.118 |
| 2021 | 0.240 | 0.044 | -0.060 | 0.053 |
| 2020 | -0.385 | 0.307 | 0.105 | 0.381 |
| 2019 | 0.139 | 0.009 | 0.002 | 0.094 |
| 2018 | -0.032 | 0.055 | 0.010 | -0.247 |
| 2017 | 0.041 | 0.020 | 0.093 | 0.036 |
| 2016 | 0.023 | 0.017 | 0.122 | 0.101 |
| 2015 | 0.014 | 0.001 | -0.161 | 0.019 |
| 2014 | 0.031 | -0.003 | -0.103 | 0.060 |
| 2013 | 0.132 | 0.035 | 0.091 | 0.096 |
| 2012 | 0.059 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.130 |
| 3 years | -0.026 |
| 5 years | 0.115 |
| 10 years | 0.051 |