Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 64 |
| 1 month | -0.034 | 0 | 47 |
| 3 months | -0.121 | 0 | 64 |
| 1 year | -0.098 | 0 | 77 |
| 3 years | 0.002 | 0 | 39 |
| 5 years | 0.048 | 0 | 26 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.015 | — |
| 2022 | -0.015 | — |
| 2021 | 0.135 | — |
| 2020 | 0.229 | — |
| 2019 | 0.223 | — |
| 2018 | 0.077 | — |
| 2017 | 0.082 | — |
| 2016 | 0.109 | — |
| 2015 | 0.109 | — |
| 2014 | 0.279 | — |
| 2013 | 0.375 | — |
| 2012 | 0.114 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.116 | 0.005 | -0.033 | -0.046 |
| 2023 | -0.021 | 0.031 | 0.001 | 0.005 |
| 2022 | -0.017 | -0.027 | 0.030 | -0.001 |
| 2021 | -0.002 | 0.087 | 0.011 | 0.034 |
| 2020 | -0.037 | 0.172 | 0.042 | 0.046 |
| 2019 | 0.068 | 0.045 | 0.014 | 0.080 |
| 2018 | -0.056 | 0.125 | 0.109 | -0.086 |
| 2017 | 0.061 | 0.038 | -0.019 | 0.002 |
| 2016 | -0.049 | 0.126 | 0.027 | 0.008 |
| 2015 | 0.129 | -0.060 | -0.062 | 0.114 |
| 2014 | 0.054 | 0.033 | 0.090 | 0.077 |
| 2013 | 0.215 | 0.040 | 0.015 | 0.072 |
| 2012 | 0.046 | 0.023 | 0.053 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.098 |
| 3 years | 0.002 |
| 5 years | 0.048 |
| 10 years | 0.083 |