Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 30 |
| 1 month | 0.025 | 0 | 7 |
| 3 months | -0.107 | 0 | 39 |
| 1 year | 0.018 | 0 | 27 |
| 3 years | 0.012 | 0 | 60 |
| 5 years | 0.053 | 0 | 81 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.069 | — |
| 2022 | -0.315 | — |
| 2021 | 0.195 | — |
| 2020 | 0.327 | — |
| 2019 | 0.183 | — |
| 2018 | -0.049 | — |
| 2017 | 0.254 | — |
| 2016 | 0.264 | — |
| 2015 | 0.117 | — |
| 2014 | -0.017 | — |
| 2013 | 0.389 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | 0.074 | 0.013 | -0.016 | 0.024 |
| 2023 | 0.062 | -0.021 | -0.042 | 0.073 |
| 2022 | -0.195 | -0.182 | 0.012 | 0.029 |
| 2021 | -0.014 | 0.102 | 0.059 | 0.039 |
| 2020 | -0.179 | 0.320 | 0.095 | 0.118 |
| 2019 | 0.109 | 0.080 | -0.011 | -0.002 |
| 2018 | 0.018 | 0.125 | 0.053 | -0.212 |
| 2017 | 0.079 | 0.048 | 0.084 | 0.023 |
| 2016 | 0.034 | 0.049 | 0.137 | 0.025 |
| 2015 | 0.085 | -0.019 | -0.018 | 0.069 |
| 2014 | -0.017 | -0.075 | -0.004 | 0.086 |
| 2013 | 0.182 | 0.021 | 0.062 | 0.084 |
| 2012 | -0.003 | 0.042 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.012 |
| 5 years | 0.053 |
| 10 years | 0.086 |