Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 38 |
| 1 month | -0.029 | 0 | 31 |
| 3 months | -0.012 | 0 | 27 |
| 1 year | 0.075 | 0 | 43 |
| 3 years | 0.080 | 0 | 14 |
| 5 years | 0.093 | 0 | 9 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.175 | — |
| 2023 | 0.146 | — |
| 2022 | -0.152 | — |
| 2021 | 0.038 | — |
| 2020 | 0.172 | — |
| 2019 | 0.099 | — |
| 2018 | -0.159 | — |
| 2017 | 0.277 | — |
| 2016 | 0.090 | — |
| 2015 | -0.004 | — |
| 2014 | 0.060 | — |
| 2013 | -0.006 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.064 | 0.052 | 0.008 | 0.042 |
| 2023 | 0.060 | 0.026 | 0.013 | 0.040 |
| 2022 | -0.062 | -0.114 | -0.061 | 0.085 |
| 2021 | 0.074 | 0.080 | -0.076 | -0.032 |
| 2020 | -0.176 | 0.139 | 0.082 | 0.155 |
| 2019 | 0.058 | 0.034 | -0.072 | 0.083 |
| 2018 | 0.036 | -0.090 | -0.044 | -0.067 |
| 2017 | 0.109 | 0.031 | 0.033 | 0.082 |
| 2016 | 0.004 | 0.035 | 0.089 | -0.037 |
| 2015 | 0.114 | -0.047 | -0.080 | 0.019 |
| 2014 | 0.039 | 0.023 | -0.002 | 0.000 |
| 2013 | 0.006 | -0.042 | -0.002 | 0.034 |
| 2012 | 0.018 | 0.073 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.080 |
| 5 years | 0.093 |
| 10 years | 0.051 |