Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | — |
| 1 month | -0.014 | 0 | — |
| 3 months | -0.021 | 0 | — |
| 1 year | 0.118 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.082 | 0 | — |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.096 | — |
| 2022 | -0.076 | — |
| 2021 | 0.140 | — |
| 2020 | 0.026 | — |
| 2019 | 0.127 | — |
| 2018 | -0.034 | — |
| 2017 | 0.078 | — |
| 2016 | 0.064 | — |
| 2015 | 0.057 | — |
| 2014 | 0.108 | — |
| 2013 | 0.154 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.049 | 0.011 | 0.062 | 0.017 |
| 2023 | 0.032 | 0.011 | -0.019 | 0.071 |
| 2022 | -0.026 | -0.086 | -0.007 | 0.045 |
| 2021 | 0.018 | 0.042 | 0.015 | 0.058 |
| 2020 | -0.130 | 0.085 | 0.019 | 0.067 |
| 2019 | 0.070 | 0.014 | 0.014 | 0.025 |
| 2018 | -0.008 | 0.022 | 0.002 | -0.049 |
| 2017 | 0.024 | 0.010 | 0.007 | 0.035 |
| 2016 | -0.013 | 0.020 | 0.044 | 0.012 |
| 2015 | 0.072 | 0.003 | -0.023 | 0.007 |
| 2014 | 0.040 | 0.038 | 0.006 | 0.021 |
| 2013 | 0.042 | -0.001 | 0.042 | 0.063 |
| 2012 | 0.040 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.078 |
| 5 years | 0.082 |
| 10 years | 0.055 |