Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 88 |
| 1 month | -0.047 | 0 | 92 |
| 3 months | -0.051 | 0 | 81 |
| 1 year | -0.040 | 0 | 80 |
| 3 years | 0.028 | 0 | 62 |
| 5 years | 0.090 | 0 | 28 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.067 | — |
| 2022 | -0.077 | — |
| 2021 | 0.228 | — |
| 2020 | -0.098 | — |
| 2019 | 0.190 | — |
| 2018 | -0.130 | — |
| 2017 | 0.180 | — |
| 2016 | 0.006 | — |
| 2015 | -0.050 | — |
| 2014 | 0.054 | — |
| 2013 | 0.176 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | — | — | — |
| 2024 | 0.116 | 0.039 | -0.018 | -0.034 |
| 2023 | 0.056 | -0.006 | 0.009 | 0.007 |
| 2022 | -0.011 | -0.090 | -0.082 | 0.117 |
| 2021 | 0.129 | 0.048 | 0.008 | 0.031 |
| 2020 | -0.262 | 0.085 | 0.009 | 0.117 |
| 2019 | 0.124 | -0.007 | -0.005 | 0.071 |
| 2018 | -0.050 | 0.052 | -0.018 | -0.113 |
| 2017 | 0.039 | 0.014 | 0.068 | 0.049 |
| 2016 | -0.061 | 0.006 | 0.031 | 0.034 |
| 2015 | -0.015 | -0.016 | -0.056 | 0.038 |
| 2014 | -0.003 | 0.057 | 0.013 | -0.013 |
| 2013 | 0.069 | -0.028 | 0.074 | 0.054 |
| 2012 | 0.071 | 0.013 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.107 |
| 3 years | 0.004 |
| 5 years | 0.076 |
| 10 years | 0.026 |