Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.139 | 0 | — |
| 1 month | -0.059 | 0 | — |
| 3 months | -0.157 | 0 | — |
| 1 year | 0.045 | 0 | — |
| 3 years | 0.120 | 0 | — |
| 5 years | 0.144 | 0 | — |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.327 | — |
| 2023 | 0.223 | — |
| 2022 | -0.068 | — |
| 2021 | 0.308 | — |
| 2020 | 0.069 | — |
| 2019 | 0.342 | — |
| 2018 | 0.000 | — |
| 2017 | 0.060 | — |
| 2016 | 0.136 | — |
| 2015 | 0.122 | — |
| 2014 | 0.294 | — |
| 2013 | 0.267 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | — | — | — |
| 2024 | 0.127 | 0.053 | 0.015 | 0.102 |
| 2023 | 0.062 | 0.081 | -0.004 | 0.070 |
| 2022 | -0.017 | -0.125 | 0.012 | 0.071 |
| 2021 | 0.068 | 0.081 | 0.001 | 0.133 |
| 2020 | -0.174 | 0.172 | 0.041 | 0.060 |
| 2019 | 0.164 | 0.028 | 0.058 | 0.060 |
| 2018 | -0.050 | 0.109 | 0.082 | -0.122 |
| 2017 | 0.043 | -0.035 | 0.005 | 0.048 |
| 2016 | -0.042 | 0.050 | 0.026 | 0.100 |
| 2015 | 0.127 | -0.036 | -0.067 | 0.105 |
| 2014 | 0.022 | 0.055 | 0.092 | 0.099 |
| 2013 | 0.113 | 0.052 | 0.007 | 0.075 |
| 2012 | 0.049 | -0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.120 |
| 5 years | 0.144 |
| 10 years | 0.117 |