Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 41 |
| 1 month | -0.001 | 0 | 33 |
| 3 months | 0.001 | 0 | 43 |
| 1 year | 0.067 | 0 | 34 |
| 3 years | 0.077 | 0 | 58 |
| 5 years | 0.094 | 0 | 64 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.059 | — |
| 2022 | -0.019 | — |
| 2021 | 0.228 | — |
| 2020 | -0.012 | — |
| 2019 | 0.208 | — |
| 2018 | -0.035 | — |
| 2017 | -0.023 | — |
| 2016 | 0.066 | — |
| 2015 | 0.069 | — |
| 2014 | 0.131 | — |
| 2013 | 0.074 | — |
| 2012 | 0.066 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.001 | — | — |
| 2024 | 0.086 | 0.004 | 0.029 | 0.040 |
| 2023 | 0.005 | 0.028 | -0.017 | 0.044 |
| 2022 | 0.001 | -0.034 | -0.018 | 0.033 |
| 2021 | 0.083 | 0.031 | 0.006 | 0.092 |
| 2020 | -0.119 | 0.062 | -0.002 | 0.058 |
| 2019 | 0.094 | 0.019 | 0.043 | 0.039 |
| 2018 | -0.054 | 0.035 | 0.043 | -0.054 |
| 2017 | 0.008 | -0.035 | -0.009 | 0.013 |
| 2016 | -0.036 | 0.039 | -0.005 | 0.070 |
| 2015 | 0.115 | -0.045 | -0.050 | 0.056 |
| 2014 | -0.005 | 0.033 | 0.057 | 0.041 |
| 2013 | 0.077 | -0.022 | 0.002 | 0.018 |
| 2012 | 0.037 | 0.023 | 0.011 | -0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.066 |
| 5 years | 0.087 |
| 10 years | 0.057 |