Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 41 |
| 1 month | -0.009 | 0 | 66 |
| 3 months | -0.014 | 0 | 41 |
| 1 year | 0.057 | 0 | 43 |
| 3 years | 0.089 | 0 | 13 |
| 5 years | 0.125 | 0 | 12 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.164 | — |
| 2022 | -0.090 | — |
| 2021 | 0.245 | — |
| 2020 | -0.044 | — |
| 2019 | 0.246 | — |
| 2018 | -0.115 | — |
| 2017 | 0.106 | — |
| 2016 | 0.033 | — |
| 2015 | 0.076 | — |
| 2014 | 0.058 | — |
| 2013 | 0.196 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | 0.086 | 0.009 | 0.021 | -0.024 |
| 2023 | 0.093 | 0.021 | -0.021 | 0.065 |
| 2022 | -0.056 | -0.089 | -0.047 | 0.112 |
| 2021 | 0.095 | 0.058 | 0.010 | 0.064 |
| 2020 | -0.250 | 0.136 | -0.001 | 0.123 |
| 2019 | 0.125 | 0.024 | 0.021 | 0.059 |
| 2018 | -0.040 | 0.042 | 0.004 | -0.119 |
| 2017 | 0.058 | 0.005 | 0.033 | 0.006 |
| 2016 | -0.066 | -0.009 | 0.046 | 0.067 |
| 2015 | 0.163 | -0.032 | -0.092 | 0.054 |
| 2014 | 0.017 | 0.043 | 0.003 | -0.006 |
| 2013 | 0.041 | -0.016 | 0.097 | 0.065 |
| 2012 | -0.029 | 0.073 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | 0.057 |
| 5 years | 0.107 |
| 10 years | 0.044 |