Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 10 |
| 1 month | -0.041 | 0 | 73 |
| 3 months | -0.098 | 0 | 10 |
| 1 year | 0.060 | 0 | 15 |
| 3 years | 0.070 | 0 | 26 |
| 5 years | 0.106 | 0 | 22 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.163 | — |
| 2022 | -0.111 | — |
| 2021 | 0.278 | — |
| 2020 | 0.086 | — |
| 2019 | 0.332 | — |
| 2018 | -0.106 | — |
| 2017 | 0.072 | — |
| 2016 | 0.019 | — |
| 2015 | 0.150 | — |
| 2014 | 0.166 | — |
| 2013 | 0.164 | — |
| 2012 | 0.092 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.076 | 0.025 | 0.040 | 0.047 |
| 2023 | 0.031 | 0.061 | -0.005 | 0.068 |
| 2022 | -0.048 | -0.080 | 0.017 | -0.002 |
| 2021 | 0.077 | 0.080 | 0.019 | 0.078 |
| 2020 | -0.131 | 0.145 | 0.050 | 0.039 |
| 2019 | 0.182 | 0.028 | 0.026 | 0.069 |
| 2018 | -0.060 | 0.071 | 0.004 | -0.115 |
| 2017 | 0.055 | 0.000 | -0.019 | 0.036 |
| 2016 | -0.034 | 0.016 | 0.033 | 0.006 |
| 2015 | 0.125 | -0.038 | -0.035 | 0.101 |
| 2014 | 0.023 | 0.044 | 0.058 | 0.033 |
| 2013 | 0.110 | -0.017 | 0.029 | 0.037 |
| 2012 | 0.055 | -0.004 | 0.055 | -0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.052 |
| 5 years | 0.095 |
| 10 years | 0.075 |