Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.109 | 0.268 | 91 |
| 1 month | 0.105 | -0.018 | 2 |
| 3 months | -0.054 | 0.045 | 53 |
| 1 year | -0.171 | 0.710 | 100 |
| 3 years | -0.037 | 0.094 | 99 |
| 5 years | 0.133 | 0.122 | 57 |
| 10 years | 0.041 | 0.100 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.090 | — |
| 2023 | 0.190 | — |
| 2022 | -0.022 | — |
| 2021 | 0.262 | — |
| 2020 | 0.056 | 0.040 |
| 2019 | 0.226 | 0.214 |
| 2018 | -0.319 | -0.155 |
| 2017 | 0.148 | 0.085 |
| 2016 | 0.544 | 0.260 |
| 2015 | -0.165 | -0.067 |
| 2014 | 0.031 | 0.033 |
| 2013 | 0.549 | 0.362 |
| 2012 | 0.184 | 0.160 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.145 | — | — | — |
| 2024 | 0.028 | -0.110 | -0.013 | 0.008 |
| 2023 | 0.006 | 0.004 | 0.002 | 0.176 |
| 2022 | 0.019 | -0.103 | -0.070 | 0.151 |
| 2021 | 0.281 | -0.010 | -0.032 | 0.028 |
| 2020 | -0.492 | 0.397 | 0.097 | 0.356 |
| 2019 | 0.126 | -0.029 | 0.018 | 0.101 |
| 2018 | -0.093 | 0.046 | 0.026 | -0.301 |
| 2017 | 0.042 | -0.065 | 0.125 | 0.048 |
| 2016 | 0.083 | 0.060 | 0.118 | 0.203 |
| 2015 | -0.008 | 0.010 | -0.196 | 0.037 |
| 2014 | 0.011 | 0.027 | -0.113 | 0.119 |
| 2013 | 0.158 | 0.081 | 0.113 | 0.111 |
| 2012 | 0.118 | -0.105 | 0.081 | 0.094 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.171 |
| 3 years | -0.037 |
| 5 years | 0.133 |
| 10 years | 0.041 |