Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 99 |
| 1 month | -0.020 | 0 | 76 |
| 3 months | -0.062 | 0 | 98 |
| 1 year | -0.072 | 0 | 100 |
| 3 years | 0.026 | 0 | 97 |
| 5 years | 0.104 | 0 | 79 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.027 | — |
| 2023 | 0.141 | — |
| 2022 | -0.053 | — |
| 2021 | 0.280 | — |
| 2020 | -0.060 | — |
| 2019 | 0.198 | — |
| 2018 | -0.161 | — |
| 2017 | 0.082 | — |
| 2016 | 0.010 | — |
| 2015 | 0.115 | — |
| 2014 | 0.057 | — |
| 2013 | 0.379 | — |
| 2012 | 0.249 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.017 | -0.012 | 0.004 | -0.036 |
| 2023 | 0.078 | 0.010 | 0 | 0.048 |
| 2022 | -0.030 | -0.102 | -0.039 | 0.131 |
| 2021 | 0.135 | 0.043 | 0.025 | 0.054 |
| 2020 | -0.290 | 0.133 | 0.006 | 0.162 |
| 2019 | 0.109 | -0.011 | 0.023 | 0.068 |
| 2018 | -0.029 | 0.035 | -0.027 | -0.141 |
| 2017 | 0.039 | 0.015 | 0.032 | -0.006 |
| 2016 | -0.092 | -0.065 | 0.057 | 0.125 |
| 2015 | 0.175 | 0.003 | -0.101 | 0.053 |
| 2014 | 0.034 | -0.004 | 0.010 | 0.017 |
| 2013 | 0.082 | 0.024 | 0.145 | 0.087 |
| 2012 | 0.112 | -0.042 | 0.096 | 0.069 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.100 |
| 3 years | 0.016 |
| 5 years | 0.097 |
| 10 years | 0.021 |