Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 11 |
| 1 month | 0.005 | 0 | 75 |
| 3 months | -0.002 | 0 | 20 |
| 1 year | 0.103 | 0 | 38 |
| 3 years | 0.101 | 0 | 25 |
| 5 years | 0.151 | 0 | 3 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.166 | — |
| 2022 | -0.112 | — |
| 2021 | 0.131 | — |
| 2020 | 0.218 | — |
| 2019 | 0.275 | — |
| 2018 | -0.231 | — |
| 2017 | 0.178 | — |
| 2016 | 0.044 | — |
| 2015 | -0.015 | — |
| 2014 | 0.188 | — |
| 2013 | 0.281 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.078 | 0.038 | 0.046 | -0.047 |
| 2023 | 0.051 | 0.019 | -0.015 | 0.105 |
| 2022 | -0.022 | -0.138 | -0.076 | 0.141 |
| 2021 | 0.072 | 0.053 | -0.025 | 0.028 |
| 2020 | -0.252 | 0.212 | 0.113 | 0.208 |
| 2019 | 0.124 | 0.004 | -0.012 | 0.144 |
| 2018 | -0.067 | -0.004 | -0.014 | -0.161 |
| 2017 | 0.071 | 0.044 | 0.025 | 0.027 |
| 2016 | -0.016 | -0.065 | 0.076 | 0.055 |
| 2015 | 0.069 | -0.006 | -0.106 | 0.037 |
| 2014 | 0.043 | 0.090 | -0.022 | 0.069 |
| 2013 | 0.073 | 0.003 | 0.094 | 0.088 |
| 2012 | -0.097 | 0.125 | 0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.082 |
| 5 years | 0.139 |
| 10 years | 0.059 |