Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 20 |
| 1 month | 0.011 | 0 | 36 |
| 3 months | 0.013 | 0 | 14 |
| 1 year | 0.086 | 0 | 14 |
| 3 years | 0.030 | 0 | 8 |
| 5 years | 0.067 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.058 | — |
| 2022 | -0.165 | — |
| 2021 | -0.005 | — |
| 2020 | 0.171 | — |
| 2019 | 0.145 | — |
| 2018 | -0.128 | — |
| 2017 | 0.347 | — |
| 2016 | 0.060 | — |
| 2015 | -0.115 | — |
| 2014 | 0.013 | — |
| 2013 | 0.017 | — |
| 2012 | 0.198 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.026 | 0.063 | 0.098 | -0.077 |
| 2023 | 0.038 | -0.009 | -0.032 | 0.062 |
| 2022 | -0.046 | -0.099 | -0.118 | 0.101 |
| 2021 | 0.045 | 0.053 | -0.078 | -0.020 |
| 2020 | -0.229 | 0.167 | 0.085 | 0.199 |
| 2019 | 0.093 | -0.002 | -0.032 | 0.084 |
| 2018 | 0.002 | -0.046 | -0.011 | -0.078 |
| 2017 | 0.137 | 0.052 | 0.047 | 0.075 |
| 2016 | 0.014 | 0.001 | 0.094 | -0.046 |
| 2015 | 0.033 | -0.006 | -0.167 | 0.036 |
| 2014 | -0.004 | 0.059 | -0.027 | -0.012 |
| 2013 | 0.007 | -0.078 | 0.072 | 0.021 |
| 2012 | 0.127 | -0.068 | 0.078 | 0.059 |
| 2011 | -0.025 | -0.217 | 0.043 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.030 |
| 5 years | 0.067 |