Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | — |
| 1 month | -0.015 | 0 | — |
| 3 months | -0.032 | 0 | — |
| 1 year | 0.106 | 0 | — |
| 3 years | 0.084 | 0 | — |
| 5 years | 0.094 | 0 | — |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.108 | — |
| 2022 | -0.069 | — |
| 2021 | 0.153 | — |
| 2020 | 0.104 | — |
| 2019 | 0.137 | — |
| 2018 | -0.022 | — |
| 2017 | 0.084 | — |
| 2016 | 0.081 | — |
| 2015 | 0.068 | — |
| 2014 | 0.093 | — |
| 2013 | 0.190 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.057 | 0.012 | 0.057 | 0.021 |
| 2023 | 0.041 | 0.014 | -0.021 | 0.072 |
| 2022 | -0.033 | -0.092 | -0.003 | 0.063 |
| 2021 | 0.029 | 0.054 | 0.011 | 0.051 |
| 2020 | -0.099 | 0.101 | 0.041 | 0.069 |
| 2019 | 0.068 | 0.018 | 0.013 | 0.032 |
| 2018 | 0.003 | 0.027 | 0.003 | -0.053 |
| 2017 | 0.029 | 0.010 | 0.004 | 0.038 |
| 2016 | -0.008 | 0.026 | 0.042 | 0.019 |
| 2015 | 0.063 | -0.003 | -0.024 | 0.032 |
| 2014 | 0.045 | 0.027 | 0.005 | 0.013 |
| 2013 | 0.054 | 0.013 | 0.043 | 0.069 |
| 2012 | 0.030 | 0.029 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.084 |
| 5 years | 0.094 |
| 10 years | 0.071 |