Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 89 |
| 1 month | -0.033 | 0 | 88 |
| 3 months | -0.171 | 0 | 94 |
| 1 year | -0.090 | 0 | 96 |
| 3 years | 0.019 | 0 | 82 |
| 5 years | 0.066 | 0 | 69 |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.157 | — |
| 2022 | -0.166 | — |
| 2021 | 0.170 | — |
| 2020 | 0.222 | — |
| 2019 | 0.221 | — |
| 2018 | -0.011 | — |
| 2017 | 0.213 | — |
| 2016 | 0.131 | — |
| 2015 | 0.104 | — |
| 2014 | 0.200 | — |
| 2013 | 0.213 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.090 | — | — | — |
| 2024 | 0.080 | 0.017 | -0.041 | 0.038 |
| 2023 | 0.094 | 0.028 | -0.045 | 0.077 |
| 2022 | -0.064 | -0.132 | 0.036 | -0.010 |
| 2021 | 0.004 | 0.065 | 0.044 | 0.048 |
| 2020 | -0.109 | 0.189 | 0.070 | 0.078 |
| 2019 | 0.105 | 0.078 | 0.015 | 0.010 |
| 2018 | -0.009 | 0.063 | 0.037 | -0.094 |
| 2017 | 0.092 | 0.057 | 0.006 | 0.045 |
| 2016 | 0.005 | 0.092 | 0.065 | -0.033 |
| 2015 | 0.108 | -0.062 | -0.040 | 0.106 |
| 2014 | 0.020 | 0.031 | 0.045 | 0.091 |
| 2013 | 0.177 | -0.011 | -0.017 | 0.060 |
| 2012 | -0.003 | 0.035 | 0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.090 |
| 3 years | 0.019 |
| 5 years | 0.066 |
| 10 years | 0.085 |