Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | — |
| 1 month | -0.025 | 0 | — |
| 3 months | -0.107 | 0 | — |
| 1 year | 0.011 | 0 | — |
| 3 years | 0.110 | 0 | — |
| 5 years | 0.128 | 0 | — |
| 10 years | 0.123 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.306 | — |
| 2022 | -0.071 | — |
| 2021 | 0.225 | — |
| 2020 | 0.186 | — |
| 2019 | 0.343 | — |
| 2018 | 0.052 | — |
| 2017 | 0.141 | — |
| 2016 | 0.116 | — |
| 2015 | 0.007 | — |
| 2014 | 0.127 | — |
| 2013 | 0.457 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | — | — | — |
| 2024 | 0.058 | -0.038 | 0.115 | -0.026 |
| 2023 | 0.126 | 0.076 | -0.040 | 0.123 |
| 2022 | -0.014 | -0.123 | -0.028 | 0.105 |
| 2021 | 0.092 | 0.087 | -0.020 | 0.053 |
| 2020 | -0.111 | 0.156 | 0.020 | 0.131 |
| 2019 | 0.118 | 0.015 | 0.063 | 0.114 |
| 2018 | -0.006 | 0.101 | 0.109 | -0.134 |
| 2017 | 0.026 | 0.039 | 0.023 | 0.047 |
| 2016 | 0.033 | 0.020 | 0.006 | 0.053 |
| 2015 | -0.016 | 0.024 | -0.056 | 0.059 |
| 2014 | -0.001 | 0.042 | 0.041 | 0.041 |
| 2013 | 0.075 | 0.117 | 0.156 | 0.049 |
| 2012 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.110 |
| 5 years | 0.128 |
| 10 years | 0.123 |