Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | 86 |
| 1 month | -0.041 | 0 | 88 |
| 3 months | -0.122 | 0 | 89 |
| 1 year | 0.027 | 0 | 92 |
| 3 years | 0.082 | 0 | 75 |
| 5 years | 0.082 | 0 | 83 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.181 | — |
| 2023 | 0.166 | — |
| 2022 | -0.083 | — |
| 2021 | 0.124 | — |
| 2020 | -0.036 | — |
| 2019 | 0.097 | — |
| 2018 | -0.187 | — |
| 2017 | 0.075 | — |
| 2016 | 0.110 | — |
| 2015 | -0.044 | — |
| 2014 | 0.025 | — |
| 2013 | 0.338 | — |
| 2012 | 0.152 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.090 | 0.008 | 0.017 | 0.056 |
| 2023 | 0.066 | 0.033 | 0.000 | 0.059 |
| 2022 | -0.035 | -0.114 | -0.040 | 0.117 |
| 2021 | 0.089 | 0.028 | -0.011 | 0.015 |
| 2020 | -0.197 | 0.073 | 0.010 | 0.108 |
| 2019 | 0.101 | -0.019 | -0.024 | 0.041 |
| 2018 | -0.024 | 0.024 | 0.012 | -0.196 |
| 2017 | 0.031 | -0.010 | 0.003 | 0.051 |
| 2016 | -0.070 | -0.021 | 0.086 | 0.123 |
| 2015 | 0.024 | -0.009 | -0.091 | 0.037 |
| 2014 | 0.019 | -0.011 | 0.014 | 0.003 |
| 2013 | 0.097 | 0.067 | 0.065 | 0.073 |
| 2012 | 0.194 | -0.119 | 0.006 | 0.090 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.082 |
| 5 years | 0.082 |
| 10 years | 0.024 |