Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.111 | 0 | 82 |
| 1 month | -0.039 | 0 | 53 |
| 3 months | -0.122 | 0 | 50 |
| 1 year | -0.001 | 0 | 76 |
| 3 years | 0.050 | 0 | 61 |
| 5 years | 0.109 | 0 | 41 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.200 | — |
| 2023 | 0.170 | — |
| 2022 | -0.131 | — |
| 2021 | 0.292 | — |
| 2020 | 0.072 | — |
| 2019 | 0.290 | — |
| 2018 | -0.087 | — |
| 2017 | 0.107 | — |
| 2016 | 0.108 | — |
| 2015 | -0.014 | — |
| 2014 | 0.083 | — |
| 2013 | 0.021 | — |
| 2012 | 0.126 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | — | — | — |
| 2024 | 0.086 | 0.037 | 0.017 | 0.047 |
| 2023 | 0.060 | 0.059 | -0.022 | 0.066 |
| 2022 | -0.039 | -0.101 | -0.027 | 0.034 |
| 2021 | 0.095 | 0.068 | 0.014 | 0.090 |
| 2020 | -0.189 | 0.157 | 0.038 | 0.102 |
| 2019 | 0.131 | 0.016 | 0.042 | 0.077 |
| 2018 | -0.039 | 0.052 | 0.036 | -0.128 |
| 2017 | 0.062 | -0.013 | 0.021 | 0.036 |
| 2016 | -0.026 | 0.033 | 0.042 | 0.057 |
| 2015 | 0.136 | -0.030 | -0.162 | 0.067 |
| 2014 | -0.020 | 0.091 | 0.008 | 0.006 |
| 2013 | 0.053 | -0.068 | 0.028 | 0.013 |
| 2012 | 0.101 | -0.056 | 0.048 | 0.034 |
| 2011 | -0.031 | -0.169 | 0.085 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.049 |
| 5 years | 0.108 |
| 10 years | 0.062 |