Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 62 |
| 1 month | 0.016 | 0 | 52 |
| 3 months | 0.019 | 0 | 35 |
| 1 year | 0.016 | 0 | 44 |
| 3 years | -0.046 | 0 | 74 |
| 5 years | 0.054 | 0 | 69 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.040 | — |
| 2023 | -0.015 | — |
| 2022 | -0.204 | — |
| 2021 | 0.228 | — |
| 2020 | 0.150 | — |
| 2019 | 0.245 | — |
| 2018 | -0.249 | — |
| 2017 | 0.375 | — |
| 2016 | 0.147 | — |
| 2015 | 0.389 | — |
| 2014 | 0.085 | — |
| 2013 | 0.320 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | -0.047 | -0.021 | 0.023 | 0.005 |
| 2023 | 0.001 | 0.027 | -0.086 | 0.048 |
| 2022 | -0.078 | -0.125 | -0.095 | 0.090 |
| 2021 | 0.062 | 0.032 | 0.042 | 0.076 |
| 2020 | -0.257 | 0.243 | 0.083 | 0.150 |
| 2019 | 0.126 | 0.020 | -0.021 | 0.107 |
| 2018 | 0.010 | 0.011 | -0.048 | -0.227 |
| 2017 | 0.088 | 0.151 | 0.062 | 0.034 |
| 2016 | -0.039 | 0.018 | 0.114 | 0.052 |
| 2015 | 0.171 | 0.036 | 0.050 | 0.091 |
| 2014 | 0.121 | 0.016 | -0.046 | -0.001 |
| 2013 | 0.049 | 0.025 | 0.094 | 0.121 |
| 2012 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | -0.063 |
| 5 years | 0.043 |
| 10 years | 0.059 |