Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 67 |
| 1 month | -0.012 | 0 | 79 |
| 3 months | -0.103 | 0 | 86 |
| 1 year | 0.070 | 0 | 70 |
| 3 years | 0.096 | 0 | 60 |
| 5 years | 0.134 | 0 | 59 |
| 10 years | 0.090 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.246 | — |
| 2022 | -0.223 | — |
| 2021 | 0.277 | — |
| 2020 | 0.164 | — |
| 2019 | 0.287 | — |
| 2018 | -0.096 | — |
| 2017 | 0.205 | — |
| 2016 | 0.069 | — |
| 2015 | -0.020 | — |
| 2014 | 0.085 | — |
| 2013 | 0.340 | — |
| 2012 | 0.136 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.114 | 0.024 | 0.036 | 0.025 |
| 2023 | 0.064 | 0.079 | -0.032 | 0.120 |
| 2022 | -0.080 | -0.175 | -0.048 | 0.075 |
| 2021 | 0.056 | 0.098 | 0.003 | 0.099 |
| 2020 | -0.232 | 0.219 | 0.102 | 0.129 |
| 2019 | 0.141 | 0.044 | 0.004 | 0.076 |
| 2018 | -0.018 | 0.020 | 0.071 | -0.158 |
| 2017 | 0.051 | 0.015 | 0.059 | 0.066 |
| 2016 | -0.026 | 0.002 | 0.043 | 0.050 |
| 2015 | 0.027 | -0.009 | -0.071 | 0.036 |
| 2014 | 0.014 | 0.052 | 0.002 | 0.014 |
| 2013 | 0.120 | 0.018 | 0.069 | 0.100 |
| 2012 | 0.118 | -0.039 | 0.059 | -0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.093 |
| 5 years | 0.133 |
| 10 years | 0.089 |