Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | -0.003 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | — | — |
| 2023 | 0.186 | — |
| 2022 | -0.154 | — |
| 2021 | 0.148 | — |
| 2020 | 0.003 | — |
| 2019 | 0.199 | — |
| 2018 | -0.113 | — |
| 2017 | 0.210 | — |
| 2016 | -0.045 | — |
| 2015 | 0.241 | — |
| 2014 | 0.032 | — |
| 2013 | 0.344 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.039 | -0.045 | — | — |
| 2023 | 0.102 | -0.002 | -0.039 | 0.122 |
| 2022 | -0.168 | -0.107 | -0.034 | 0.180 |
| 2021 | 0.051 | 0.042 | 0.023 | 0.024 |
| 2020 | -0.203 | 0.141 | 0.027 | 0.074 |
| 2019 | 0.086 | 0.028 | 0.005 | 0.068 |
| 2018 | -0.001 | -0.011 | -0.031 | -0.073 |
| 2017 | 0.063 | 0.054 | 0.032 | 0.047 |
| 2016 | -0.062 | -0.045 | 0.067 | -0.002 |
| 2015 | 0.115 | 0.033 | 0.002 | 0.075 |
| 2014 | 0.055 | 0.010 | -0.038 | 0.007 |
| 2013 | 0.077 | 0.035 | 0.089 | 0.107 |
| 2012 | 0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |