Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | — |
| 1 month | -0.039 | 0 | — |
| 3 months | -0.038 | 0 | — |
| 1 year | 0.104 | 0 | — |
| 3 years | 0.057 | 0 | — |
| 5 years | 0.059 | 0 | — |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.032 | — |
| 2022 | -0.101 | — |
| 2021 | -0.040 | — |
| 2020 | 0.207 | — |
| 2019 | 0.157 | — |
| 2018 | -0.079 | — |
| 2017 | 0.302 | — |
| 2016 | -0.012 | — |
| 2015 | -0.016 | — |
| 2014 | 0.130 | — |
| 2013 | 0.225 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.047 | 0.076 | 0.077 | -0.022 |
| 2023 | 0.035 | -0.031 | -0.013 | 0.043 |
| 2022 | -0.052 | -0.073 | -0.079 | 0.110 |
| 2021 | 0.031 | 0.019 | -0.070 | -0.017 |
| 2020 | -0.130 | 0.173 | 0.057 | 0.119 |
| 2019 | 0.091 | -0.008 | -0.025 | 0.097 |
| 2018 | 0.042 | -0.016 | -0.052 | -0.052 |
| 2017 | 0.129 | 0.030 | 0.028 | 0.089 |
| 2016 | -0.081 | -0.011 | 0.110 | -0.021 |
| 2015 | 0.134 | -0.001 | -0.140 | 0.010 |
| 2014 | 0.026 | 0.012 | 0.073 | 0.014 |
| 2013 | 0.098 | -0.021 | 0.047 | 0.089 |
| 2012 | 0.046 | 0.059 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.057 |
| 5 years | 0.059 |
| 10 years | 0.039 |