Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | — |
| 1 month | -0.040 | 0 | — |
| 3 months | -0.041 | 0 | — |
| 1 year | 0.099 | 0 | — |
| 3 years | 0.054 | 0 | — |
| 5 years | 0.054 | 0 | — |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.029 | — |
| 2022 | -0.109 | — |
| 2021 | -0.036 | — |
| 2020 | 0.188 | — |
| 2019 | 0.154 | — |
| 2018 | -0.074 | — |
| 2017 | 0.315 | — |
| 2016 | -0.027 | — |
| 2015 | 0.110 | — |
| 2014 | 0.122 | — |
| 2013 | 0.122 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.048 | 0.075 | 0.076 | -0.020 |
| 2023 | 0.033 | -0.031 | -0.015 | 0.042 |
| 2022 | -0.056 | -0.079 | -0.076 | 0.109 |
| 2021 | 0.033 | 0.020 | -0.072 | -0.015 |
| 2020 | -0.127 | 0.148 | 0.058 | 0.120 |
| 2019 | 0.092 | -0.009 | -0.023 | 0.092 |
| 2018 | 0.044 | -0.017 | -0.049 | -0.051 |
| 2017 | 0.131 | 0.038 | 0.027 | 0.090 |
| 2016 | -0.093 | -0.014 | 0.111 | -0.022 |
| 2015 | 0.164 | 0.017 | -0.115 | 0.059 |
| 2014 | 0.015 | 0.042 | 0.025 | 0.034 |
| 2013 | 0.002 | -0.001 | 0.043 | 0.074 |
| 2012 | 0.033 | 0.078 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.054 |
| 5 years | 0.054 |
| 10 years | 0.044 |