Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0.202 | 80 |
| 1 month | 0.010 | 0.000 | 56 |
| 3 months | 0.119 | 0.044 | 44 |
| 1 year | -0.061 | 0.602 | 96 |
| 3 years | 0.100 | 0.113 | 14 |
| 5 years | 0.126 | 0.139 | 29 |
| 10 years | 0.089 | 0.112 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.318 | — |
| 2022 | -0.215 | — |
| 2021 | 0.255 | — |
| 2020 | 0.127 | 0.110 |
| 2019 | 0.238 | 0.238 |
| 2018 | -0.094 | -0.127 |
| 2017 | 0.198 | 0.123 |
| 2016 | 0.199 | 0.208 |
| 2015 | 0.002 | -0.054 |
| 2014 | 0.072 | 0.038 |
| 2013 | 0.382 | 0.374 |
| 2012 | — | 0.155 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | 0.058 | — | — |
| 2024 | 0.068 | -0.011 | 0.085 | -0.023 |
| 2023 | 0.056 | 0.071 | 0.002 | 0.162 |
| 2022 | -0.098 | -0.164 | -0.056 | 0.103 |
| 2021 | 0.155 | 0.055 | -0.033 | 0.065 |
| 2020 | -0.368 | 0.314 | 0.046 | 0.298 |
| 2019 | 0.117 | 0.051 | -0.017 | 0.072 |
| 2018 | -0.023 | 0.069 | 0.028 | -0.156 |
| 2017 | 0.024 | 0.032 | 0.061 | 0.069 |
| 2016 | -0.024 | 0.041 | 0.099 | 0.073 |
| 2015 | 0.084 | 0.015 | -0.104 | 0.016 |
| 2014 | 0.048 | 0.060 | -0.076 | 0.044 |
| 2013 | 0.102 | 0.068 | 0.084 | 0.084 |
| 2012 | -0.049 | 0.044 | 0.055 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.061 |
| 3 years | 0.100 |
| 5 years | 0.126 |
| 10 years | 0.089 |