Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 61 |
| 1 month | -0.004 | 0 | 27 |
| 3 months | -0.057 | 0 | 50 |
| 1 year | 0.045 | 0 | 22 |
| 3 years | 0.038 | 0 | 39 |
| 5 years | 0.058 | 0 | 59 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.104 | — |
| 2022 | -0.109 | — |
| 2021 | 0.109 | — |
| 2020 | 0.084 | — |
| 2019 | 0.159 | — |
| 2018 | -0.051 | — |
| 2017 | 0.044 | — |
| 2016 | 0.179 | — |
| 2015 | -0.008 | — |
| 2014 | 0.063 | — |
| 2013 | 0.099 | — |
| 2012 | 0.024 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.040 | 0.013 | 0.023 | 0.024 |
| 2023 | 0.022 | 0.018 | -0.008 | 0.069 |
| 2022 | -0.031 | -0.083 | 0.002 | 0.002 |
| 2021 | 0.012 | 0.045 | 0.016 | 0.032 |
| 2020 | -0.106 | 0.120 | 0.022 | 0.060 |
| 2019 | 0.068 | 0.048 | 0.032 | 0.003 |
| 2018 | -0.065 | 0.056 | 0.022 | -0.060 |
| 2017 | 0.011 | -0.007 | 0.003 | 0.037 |
| 2016 | 0.014 | 0.068 | 0.052 | 0.036 |
| 2015 | 0.056 | -0.042 | -0.057 | 0.040 |
| 2014 | 0 | 0.016 | 0.008 | 0.038 |
| 2013 | 0.097 | -0.031 | 0.011 | 0.023 |
| 2012 | 0.021 | -0.037 | 0.033 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.038 |
| 5 years | 0.058 |
| 10 years | 0.049 |