Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.109 | 0 | 79 |
| 1 month | -0.028 | 0 | 21 |
| 3 months | -0.133 | 0 | 74 |
| 1 year | 0.016 | 0 | 59 |
| 3 years | 0.042 | 0 | 70 |
| 5 years | 0.095 | 0 | 60 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.221 | — |
| 2023 | 0.159 | — |
| 2022 | -0.173 | — |
| 2021 | 0.255 | — |
| 2020 | 0.145 | — |
| 2019 | 0.283 | — |
| 2018 | -0.098 | — |
| 2017 | 0.041 | — |
| 2016 | 0.078 | — |
| 2015 | 0.087 | — |
| 2014 | 0.144 | — |
| 2013 | 0.184 | — |
| 2012 | 0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.083 | — | — | — |
| 2024 | 0.096 | 0.042 | 0.002 | 0.067 |
| 2023 | 0.038 | 0.056 | -0.018 | 0.076 |
| 2022 | -0.049 | -0.114 | -0.004 | -0.014 |
| 2021 | 0.074 | 0.057 | 0.016 | 0.088 |
| 2020 | -0.147 | 0.153 | 0.053 | 0.105 |
| 2019 | 0.138 | 0.025 | 0.051 | 0.046 |
| 2018 | -0.043 | 0.063 | 0.048 | -0.154 |
| 2017 | 0.025 | -0.025 | 0.001 | 0.041 |
| 2016 | -0.074 | 0.005 | 0.045 | 0.108 |
| 2015 | 0.142 | -0.030 | -0.105 | 0.097 |
| 2014 | 0.006 | 0.040 | 0.040 | 0.052 |
| 2013 | 0.082 | -0.007 | 0.041 | 0.059 |
| 2012 | 0.067 | -0.040 | 0.066 | -0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.029 |
| 5 years | 0.086 |
| 10 years | 0.061 |