Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.118 | 0 | 3 |
| 1 month | 0.006 | 0 | 77 |
| 3 months | 0.059 | 0 | 45 |
| 1 year | 0.067 | 0 | 41 |
| 3 years | 0.074 | 0 | 16 |
| 5 years | 0.089 | 0 | 5 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.035 | — |
| 2022 | 0.011 | — |
| 2021 | 0.133 | — |
| 2020 | 0.053 | — |
| 2019 | 0.102 | — |
| 2018 | -0.062 | — |
| 2017 | 0.115 | — |
| 2016 | 0.082 | — |
| 2015 | 0.004 | — |
| 2014 | 0.013 | — |
| 2013 | 0.215 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | 0.072 | — | — |
| 2024 | 0.032 | 0.013 | 0.038 | -0.043 |
| 2023 | 0.027 | -0.021 | 0.005 | 0.023 |
| 2022 | 0.013 | -0.026 | -0.034 | 0.061 |
| 2021 | 0.087 | 0.064 | -0.001 | -0.020 |
| 2020 | -0.120 | 0.086 | -0.013 | 0.116 |
| 2019 | 0.023 | 0.021 | 0.007 | 0.048 |
| 2018 | -0.032 | 0.045 | -0.009 | -0.065 |
| 2017 | 0.027 | 0.023 | 0.043 | 0.018 |
| 2016 | -0.024 | -0.011 | 0.072 | 0.046 |
| 2015 | 0.034 | -0.001 | -0.034 | 0.007 |
| 2014 | 0.021 | -0.013 | 0.003 | 0.003 |
| 2013 | 0.111 | 0.019 | 0.036 | 0.036 |
| 2012 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.055 |
| 5 years | 0.078 |
| 10 years | 0.053 |