Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | — |
| 1 month | 0.010 | 0 | — |
| 3 months | -0.074 | 0 | — |
| 1 year | 0.025 | 0 | — |
| 3 years | 0.093 | 0 | — |
| 5 years | 0.110 | 0 | — |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.146 | — |
| 2023 | 0.317 | — |
| 2022 | -0.254 | — |
| 2021 | 0.205 | — |
| 2020 | 0.225 | — |
| 2019 | 0.285 | — |
| 2018 | -0.045 | — |
| 2017 | 0.194 | — |
| 2016 | 0.011 | — |
| 2015 | 0.050 | — |
| 2014 | 0.123 | — |
| 2013 | 0.314 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.106 | 0.033 | 0.013 | -0.010 |
| 2023 | 0.097 | 0.092 | -0.020 | 0.122 |
| 2022 | -0.088 | -0.189 | -0.043 | 0.053 |
| 2021 | 0.011 | 0.094 | -0.005 | 0.095 |
| 2020 | -0.177 | 0.227 | 0.105 | 0.098 |
| 2019 | 0.132 | 0.036 | 0.020 | 0.075 |
| 2018 | -0.003 | 0.014 | 0.087 | -0.131 |
| 2017 | 0.076 | 0.041 | 0.031 | 0.035 |
| 2016 | -0.003 | -0.013 | 0.034 | -0.007 |
| 2015 | 0.020 | 0.009 | -0.043 | 0.066 |
| 2014 | -0.009 | 0.056 | 0.016 | 0.055 |
| 2013 | 0.089 | 0.014 | 0.072 | 0.109 |
| 2012 | -0.029 | 0.049 | -0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.077 |
| 5 years | 0.100 |
| 10 years | 0.086 |