Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | 93 |
| 1 month | -0.042 | 0 | 49 |
| 3 months | -0.126 | 0 | 91 |
| 1 year | 0.037 | 0 | 57 |
| 3 years | 0.051 | 0 | 43 |
| 5 years | 0.094 | 0 | 58 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.218 | — |
| 2023 | 0.099 | — |
| 2022 | -0.052 | — |
| 2021 | 0.275 | — |
| 2020 | -0.053 | — |
| 2019 | 0.287 | — |
| 2018 | -0.056 | — |
| 2017 | 0.042 | — |
| 2016 | 0.087 | — |
| 2015 | 0.096 | — |
| 2014 | 0.190 | — |
| 2013 | 0.143 | — |
| 2012 | 0.113 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.086 | 0.025 | 0.050 | 0.043 |
| 2023 | 0.019 | 0.041 | -0.019 | 0.056 |
| 2022 | -0.003 | -0.065 | -0.020 | 0.039 |
| 2021 | 0.095 | 0.037 | 0.010 | 0.112 |
| 2020 | -0.199 | 0.128 | -0.003 | 0.052 |
| 2019 | 0.141 | 0.023 | 0.060 | 0.040 |
| 2018 | -0.051 | 0.077 | 0.048 | -0.119 |
| 2017 | 0.034 | -0.019 | 0.002 | 0.026 |
| 2016 | -0.035 | 0.039 | 0.009 | 0.074 |
| 2015 | 0.151 | -0.038 | -0.081 | 0.077 |
| 2014 | 0.003 | 0.050 | 0.062 | 0.065 |
| 2013 | 0.096 | -0.024 | 0.024 | 0.043 |
| 2012 | 0.034 | 0.053 | 0.038 | -0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.033 |
| 5 years | 0.083 |
| 10 years | 0.058 |