Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.116 | 0 | 6 |
| 1 month | 0.019 | 0 | 6 |
| 3 months | 0.058 | 0 | 5 |
| 1 year | 0.177 | 0 | 2 |
| 3 years | 0.085 | 0 | 58 |
| 5 years | 0.095 | 0 | 79 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.091 | — |
| 2022 | -0.132 | — |
| 2021 | 0.174 | — |
| 2020 | -0.032 | — |
| 2019 | 0.207 | — |
| 2018 | -0.079 | — |
| 2017 | 0.139 | — |
| 2016 | -0.010 | — |
| 2015 | 0.180 | — |
| 2014 | 0.082 | — |
| 2013 | 0.197 | — |
| 2012 | 0.222 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.096 | — | — | — |
| 2024 | 0.073 | -0.001 | 0.068 | -0.023 |
| 2023 | 0.069 | 0.003 | -0.020 | 0.038 |
| 2022 | -0.073 | -0.088 | -0.062 | 0.094 |
| 2021 | 0.036 | 0.055 | 0.013 | 0.061 |
| 2020 | -0.196 | 0.133 | 0.020 | 0.042 |
| 2019 | 0.111 | 0.024 | 0.037 | 0.024 |
| 2018 | -0.031 | 0.031 | 0.021 | -0.097 |
| 2017 | 0.057 | 0.039 | 0.012 | 0.025 |
| 2016 | -0.038 | -0.011 | 0.036 | 0.004 |
| 2015 | 0.178 | -0.044 | -0.035 | 0.086 |
| 2014 | 0.015 | 0.046 | -0.007 | 0.026 |
| 2013 | 0.071 | -0.007 | 0.055 | 0.066 |
| 2012 | 0.071 | 0.006 | 0.096 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.147 |
| 3 years | 0.075 |
| 5 years | 0.089 |
| 10 years | 0.053 |