Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 63 |
| 1 month | 0.030 | 0 | 9 |
| 3 months | 0.076 | 0 | 12 |
| 1 year | 0.088 | 0 | 15 |
| 3 years | 0.071 | 0 | 13 |
| 5 years | 0.068 | 0 | 10 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.104 | — |
| 2022 | -0.105 | — |
| 2021 | 0.127 | — |
| 2020 | 0.077 | — |
| 2019 | 0.170 | — |
| 2018 | -0.042 | — |
| 2017 | 0.098 | — |
| 2016 | 0.195 | — |
| 2015 | 0.022 | — |
| 2014 | 0.094 | — |
| 2013 | 0.100 | — |
| 2012 | 0.103 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | 0.035 | — | — |
| 2024 | 0.045 | 0.017 | 0.022 | 0.021 |
| 2023 | 0.023 | 0.017 | -0.004 | 0.065 |
| 2022 | -0.032 | -0.076 | -0.005 | 0.005 |
| 2021 | 0.016 | 0.048 | 0.020 | 0.038 |
| 2020 | -0.103 | 0.116 | 0.021 | 0.054 |
| 2019 | 0.078 | 0.041 | 0.023 | 0.019 |
| 2018 | -0.039 | 0.042 | 0.030 | -0.071 |
| 2017 | 0.036 | 0.009 | 0.011 | 0.039 |
| 2016 | 0.022 | 0.050 | 0.080 | 0.031 |
| 2015 | 0.057 | -0.048 | -0.040 | 0.058 |
| 2014 | 0.005 | 0.029 | 0.016 | 0.041 |
| 2013 | 0.073 | -0.022 | 0.021 | 0.027 |
| 2012 | 0.056 | -0.026 | 0.041 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.071 |
| 5 years | 0.068 |
| 10 years | 0.075 |