Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 62 |
| 1 month | -0.009 | 0 | 35 |
| 3 months | -0.037 | 0 | 72 |
| 1 year | 0.113 | 0 | 19 |
| 3 years | 0.068 | 0 | 25 |
| 5 years | 0.080 | 0 | 19 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.184 | — |
| 2023 | 0.086 | — |
| 2022 | -0.104 | — |
| 2021 | 0.155 | — |
| 2020 | 0.042 | — |
| 2019 | 0.151 | — |
| 2018 | -0.041 | — |
| 2017 | 0.064 | — |
| 2016 | 0.088 | — |
| 2015 | 0.024 | — |
| 2014 | 0.101 | — |
| 2013 | 0.125 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.070 | 0.029 | 0.054 | 0.021 |
| 2023 | 0.028 | 0.009 | -0.024 | 0.073 |
| 2022 | -0.022 | -0.104 | -0.007 | 0.030 |
| 2021 | 0.028 | 0.046 | 0.003 | 0.072 |
| 2020 | -0.118 | 0.086 | 0.039 | 0.047 |
| 2019 | 0.085 | 0.023 | 0.021 | 0.016 |
| 2018 | -0.021 | 0.027 | 0.015 | -0.060 |
| 2017 | 0.021 | -0.004 | 0.008 | 0.038 |
| 2016 | 0.012 | 0.020 | 0.027 | 0.027 |
| 2015 | 0.029 | -0.015 | -0.023 | 0.034 |
| 2014 | 0.035 | 0.027 | 0.020 | 0.016 |
| 2013 | 0.044 | -0.009 | 0.025 | 0.060 |
| 2012 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.068 |
| 5 years | 0.080 |
| 10 years | 0.057 |