Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 14 |
| 1 month | -0.034 | 0 | 25 |
| 3 months | -0.044 | 0 | 16 |
| 1 year | -0.105 | 0 | 37 |
| 3 years | -0.052 | 0 | 60 |
| 5 years | 0.097 | 0 | 58 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.040 | — |
| 2023 | -0.028 | — |
| 2022 | 0.083 | — |
| 2021 | 0.214 | — |
| 2020 | 0.088 | — |
| 2019 | 0.158 | — |
| 2018 | -0.132 | — |
| 2017 | 0.141 | — |
| 2016 | 0.650 | — |
| 2015 | -0.355 | — |
| 2014 | -0.143 | — |
| 2013 | -0.265 | — |
| 2012 | -0.065 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.000 | 0.048 | 0.038 | -0.117 |
| 2023 | 0.029 | -0.050 | -0.020 | 0.015 |
| 2022 | 0.272 | -0.204 | -0.057 | 0.134 |
| 2021 | 0.123 | 0.024 | -0.049 | 0.110 |
| 2020 | -0.319 | 0.301 | 0.066 | 0.152 |
| 2019 | 0.155 | -0.030 | -0.039 | 0.075 |
| 2018 | -0.074 | 0.074 | -0.051 | -0.080 |
| 2017 | 0.060 | -0.098 | 0.091 | 0.094 |
| 2016 | 0.185 | 0.117 | 0.106 | 0.128 |
| 2015 | 0.058 | -0.054 | -0.334 | -0.032 |
| 2014 | 0.032 | 0.017 | -0.032 | -0.157 |
| 2013 | -0.115 | -0.247 | 0.147 | -0.039 |
| 2012 | 0.001 | -0.120 | 0.076 | -0.014 |
| 2011 | -0.251 | 0.086 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.105 |
| 3 years | -0.052 |
| 5 years | 0.097 |
| 10 years | 0.039 |