Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | -0.077 | 0 | — |
| 1 year | -0.018 | 0 | — |
| 3 years | -0.027 | 0 | — |
| 5 years | 0.029 | 0 | — |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.114 | — |
| 2022 | -0.343 | — |
| 2021 | 0.233 | — |
| 2020 | 0.136 | — |
| 2019 | 0.398 | — |
| 2018 | -0.109 | — |
| 2017 | 0.252 | — |
| 2016 | 0.001 | — |
| 2015 | 0.281 | — |
| 2014 | 0.087 | — |
| 2013 | 0.233 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.009 | -0.013 | 0.071 | -0.054 |
| 2023 | 0.082 | -0.009 | -0.057 | 0.101 |
| 2022 | -0.200 | -0.182 | -0.089 | 0.102 |
| 2021 | 0.040 | 0.080 | 0.035 | 0.061 |
| 2020 | -0.240 | 0.222 | 0.086 | 0.126 |
| 2019 | 0.145 | 0.056 | 0.015 | 0.139 |
| 2018 | -0.003 | 0.074 | -0.014 | -0.157 |
| 2017 | 0.096 | 0.059 | 0.032 | 0.045 |
| 2016 | -0.042 | -0.037 | 0.072 | 0.012 |
| 2015 | 0.185 | 0.031 | -0.047 | 0.101 |
| 2014 | 0.048 | 0.003 | -0.019 | 0.055 |
| 2013 | 0.090 | -0.020 | 0.085 | 0.064 |
| 2012 | -0.013 | 0.100 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.068 |
| 3 years | -0.043 |
| 5 years | 0.018 |
| 10 years | 0.046 |