Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 44 |
| 1 month | 0.022 | 0 | 36 |
| 3 months | 0.115 | 0 | 36 |
| 1 year | 0.118 | 0 | 38 |
| 3 years | 0.088 | 0 | 44 |
| 5 years | 0.027 | 0 | 29 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.003 | — |
| 2022 | -0.131 | — |
| 2021 | -0.061 | — |
| 2020 | 0.158 | — |
| 2019 | 0.125 | — |
| 2018 | -0.098 | — |
| 2017 | 0.281 | — |
| 2016 | -0.052 | — |
| 2015 | 0.080 | — |
| 2014 | 0.091 | — |
| 2013 | 0.091 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.045 | — | — |
| 2024 | 0.041 | 0.068 | 0.069 | -0.026 |
| 2023 | 0.027 | -0.037 | -0.021 | 0.036 |
| 2022 | -0.062 | -0.085 | -0.082 | 0.102 |
| 2021 | 0.027 | 0.013 | -0.078 | -0.021 |
| 2020 | -0.133 | 0.141 | 0.052 | 0.113 |
| 2019 | 0.085 | -0.016 | -0.029 | 0.085 |
| 2018 | 0.037 | -0.023 | -0.055 | -0.057 |
| 2017 | 0.124 | 0.031 | 0.021 | 0.083 |
| 2016 | -0.098 | -0.020 | 0.104 | -0.028 |
| 2015 | 0.156 | 0.010 | -0.121 | 0.052 |
| 2014 | 0.008 | 0.035 | 0.018 | 0.027 |
| 2013 | -0.005 | -0.008 | 0.036 | 0.067 |
| 2012 | 0.026 | 0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.088 |
| 5 years | 0.027 |
| 10 years | 0.034 |