Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 95 |
| 1 month | 0.000 | 0 | 93 |
| 3 months | 0.026 | 0 | 97 |
| 1 year | 0.021 | 0 | 97 |
| 3 years | 0.063 | 0 | 97 |
| 5 years | 0.054 | 0 | 84 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.028 | — |
| 2022 | -0.056 | — |
| 2021 | 0.126 | — |
| 2020 | 0.020 | — |
| 2019 | 0.148 | — |
| 2018 | -0.036 | — |
| 2017 | 0.050 | — |
| 2016 | 0.048 | — |
| 2015 | 0.104 | — |
| 2014 | 0.130 | — |
| 2013 | 0.260 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | -0.025 | — | — |
| 2024 | 0.071 | -0.012 | 0.055 | 0.014 |
| 2023 | -0.008 | 0 | -0.026 | 0.064 |
| 2022 | -0.060 | -0.074 | 0.007 | 0.077 |
| 2021 | 0.028 | 0.026 | 0.012 | 0.054 |
| 2020 | -0.116 | 0.077 | 0.023 | 0.048 |
| 2019 | 0.076 | 0.018 | 0.022 | 0.025 |
| 2018 | -0.007 | 0.003 | 0.017 | -0.048 |
| 2017 | 0.029 | 0.007 | -0.019 | 0.034 |
| 2016 | -0.037 | 0.034 | 0.021 | 0.031 |
| 2015 | 0.072 | -0.019 | -0.010 | 0.061 |
| 2014 | 0.036 | -0.003 | 0.028 | 0.064 |
| 2013 | 0.085 | 0.047 | 0.016 | 0.092 |
| 2012 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.063 |
| 5 years | 0.054 |
| 10 years | 0.044 |