Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | — |
| 1 month | -0.013 | 0 | — |
| 3 months | -0.043 | 0 | — |
| 1 year | -0.027 | 0 | — |
| 3 years | 0.064 | 0 | — |
| 5 years | 0.110 | 0 | — |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | 0.191 | — |
| 2022 | -0.087 | — |
| 2021 | 0.251 | — |
| 2020 | -0.013 | — |
| 2019 | 0.254 | — |
| 2018 | -0.158 | — |
| 2017 | 0.103 | — |
| 2016 | -0.028 | — |
| 2015 | 0.131 | — |
| 2014 | 0.037 | — |
| 2013 | 0.202 | — |
| 2012 | 0.200 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.091 | -0.010 | -0.006 | -0.040 |
| 2023 | 0.113 | 0.029 | -0.020 | 0.061 |
| 2022 | -0.050 | -0.093 | -0.035 | 0.098 |
| 2021 | 0.075 | 0.061 | 0.012 | 0.084 |
| 2020 | -0.207 | 0.141 | -0.014 | 0.107 |
| 2019 | 0.103 | 0.055 | 0.022 | 0.054 |
| 2018 | -0.042 | 0.024 | 0.000 | -0.142 |
| 2017 | 0.053 | -0.001 | 0.050 | -0.001 |
| 2016 | -0.098 | -0.033 | 0.056 | 0.055 |
| 2015 | 0.175 | -0.023 | -0.068 | 0.057 |
| 2014 | 0.020 | -0.013 | -0.002 | 0.033 |
| 2013 | 0.049 | -0.017 | 0.083 | 0.076 |
| 2012 | 0.093 | -0.025 | 0.071 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | 0.064 |
| 5 years | 0.110 |
| 10 years | 0.045 |