Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | — |
| 1 month | 0.010 | 0 | — |
| 3 months | 0.066 | 0 | — |
| 1 year | 0.129 | 0 | — |
| 3 years | 0.114 | 0 | — |
| 5 years | 0.100 | 0 | — |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.114 | — |
| 2022 | -0.067 | — |
| 2021 | 0.166 | — |
| 2020 | 0.074 | — |
| 2019 | 0.162 | — |
| 2018 | -0.033 | — |
| 2017 | 0.089 | — |
| 2016 | 0.106 | — |
| 2015 | 0.034 | — |
| 2014 | 0.131 | — |
| 2013 | 0.184 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | 0.042 | — | — |
| 2024 | 0.049 | 0.003 | 0.074 | 0.022 |
| 2023 | 0.041 | 0.016 | -0.026 | 0.082 |
| 2022 | -0.017 | -0.095 | -0.005 | 0.055 |
| 2021 | 0.041 | 0.051 | 0.009 | 0.057 |
| 2020 | -0.115 | 0.101 | 0.032 | 0.067 |
| 2019 | 0.087 | 0.023 | 0.019 | 0.025 |
| 2018 | -0.010 | 0.032 | 0.007 | -0.059 |
| 2017 | 0.027 | 0.006 | 0.011 | 0.043 |
| 2016 | 0.002 | 0.027 | 0.041 | 0.033 |
| 2015 | 0.054 | -0.014 | -0.027 | 0.023 |
| 2014 | 0.047 | 0.033 | 0.015 | 0.030 |
| 2013 | 0.060 | 0.003 | 0.037 | 0.074 |
| 2012 | 0.036 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.114 |
| 5 years | 0.100 |
| 10 years | 0.078 |