Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | — |
| 1 month | 0.023 | 0 | — |
| 3 months | -0.059 | 0 | — |
| 1 year | 0.282 | 0 | — |
| 3 years | 0.120 | 0 | — |
| 5 years | 0.099 | 0 | — |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.420 | — |
| 2023 | 0.222 | — |
| 2022 | -0.173 | — |
| 2021 | 0.118 | — |
| 2020 | -0.003 | — |
| 2019 | 0.060 | — |
| 2018 | -0.103 | — |
| 2017 | 0.075 | — |
| 2016 | -0.015 | — |
| 2015 | 0.024 | — |
| 2014 | -0.189 | — |
| 2013 | -0.272 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.119 | 0.019 | -0.008 | 0.255 |
| 2023 | 0.042 | 0.025 | 0.039 | 0.101 |
| 2022 | -0.025 | -0.087 | -0.056 | -0.017 |
| 2021 | 0.083 | 0.042 | -0.010 | 0.001 |
| 2020 | -0.098 | 0.058 | 0.012 | 0.032 |
| 2019 | 0.044 | -0.005 | -0.004 | 0.025 |
| 2018 | 0.019 | 0.038 | -0.027 | -0.129 |
| 2017 | 0.018 | 0.012 | 0.017 | 0.026 |
| 2016 | -0.066 | -0.031 | 0.052 | 0.034 |
| 2015 | 0.020 | 0.015 | -0.100 | 0.099 |
| 2014 | -0.030 | -0.075 | -0.040 | -0.059 |
| 2013 | -0.049 | 0.031 | -0.169 | -0.106 |
| 2012 | -0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.282 |
| 3 years | 0.120 |
| 5 years | 0.099 |
| 10 years | 0.041 |