Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 75 |
| 1 month | 0.016 | 0 | 76 |
| 3 months | 0.065 | 0 | 79 |
| 1 year | -0.017 | 0 | 80 |
| 3 years | 0.034 | 0 | 77 |
| 5 years | 0.048 | 0 | 63 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.068 | — |
| 2022 | -0.211 | — |
| 2021 | 0.234 | — |
| 2020 | 0.104 | — |
| 2019 | 0.278 | — |
| 2018 | -0.027 | — |
| 2017 | 0.282 | — |
| 2016 | 0.089 | — |
| 2015 | 0.101 | — |
| 2014 | 0.291 | — |
| 2013 | 0.242 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | -0.008 | — | — |
| 2024 | 0.174 | -0.006 | -0.027 | 0.018 |
| 2023 | 0.087 | 0.014 | -0.036 | 0.005 |
| 2022 | -0.103 | -0.121 | -0.049 | 0.053 |
| 2021 | 0.089 | 0.093 | -0.004 | 0.041 |
| 2020 | -0.138 | 0.131 | 0.073 | 0.055 |
| 2019 | 0.194 | 0.023 | 0.004 | 0.043 |
| 2018 | -0.028 | 0.090 | 0.030 | -0.108 |
| 2017 | 0.078 | 0.045 | 0.042 | 0.093 |
| 2016 | 0.005 | 0.035 | 0.036 | 0.011 |
| 2015 | -0.013 | -0.033 | 0.026 | 0.124 |
| 2014 | 0.012 | 0.060 | 0.076 | 0.120 |
| 2013 | 0.151 | 0.024 | -0.004 | 0.058 |
| 2012 | 0.052 | -0.014 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.034 |
| 5 years | 0.048 |
| 10 years | 0.089 |