Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.087 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | 0.022 | 0 | — |
| 1 year | 0.121 | 0 | — |
| 3 years | 0.130 | 0 | — |
| 5 years | 0.108 | 0 | — |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.160 | — |
| 2022 | -0.138 | — |
| 2021 | 0.114 | — |
| 2020 | 0.116 | — |
| 2019 | 0.222 | — |
| 2018 | -0.101 | — |
| 2017 | 0.228 | — |
| 2016 | 0.002 | — |
| 2015 | 0.157 | — |
| 2014 | 0.036 | — |
| 2013 | 0.249 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.095 | — | — | — |
| 2024 | 0.083 | 0.008 | 0.047 | -0.034 |
| 2023 | 0.085 | 0.018 | -0.039 | 0.093 |
| 2022 | -0.125 | -0.115 | -0.034 | 0.154 |
| 2021 | 0.000 | 0.043 | 0.013 | 0.054 |
| 2020 | -0.154 | 0.127 | 0.055 | 0.110 |
| 2019 | 0.100 | 0.043 | -0.004 | 0.069 |
| 2018 | 0.009 | -0.010 | -0.023 | -0.078 |
| 2017 | 0.076 | 0.040 | 0.027 | 0.069 |
| 2016 | -0.090 | -0.005 | 0.098 | 0.009 |
| 2015 | 0.149 | 0.005 | -0.066 | 0.073 |
| 2014 | 0.031 | 0.005 | 0.001 | -0.002 |
| 2013 | 0.042 | 0.024 | 0.089 | 0.076 |
| 2012 | 0.026 | 0.105 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.130 |
| 5 years | 0.108 |
| 10 years | 0.073 |