Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.104 | 0 | — |
| 3 years | 0.085 | 0 | — |
| 5 years | 0.090 | 0 | — |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.090 | — |
| 2022 | 0.018 | — |
| 2021 | 0.073 | — |
| 2020 | 0.139 | — |
| 2019 | 0.089 | — |
| 2018 | 0.032 | — |
| 2017 | 0.106 | — |
| 2016 | 0.115 | — |
| 2015 | 0.046 | — |
| 2014 | 0.219 | — |
| 2013 | 0.025 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.030 | 0.036 | 0.043 | -0.012 |
| 2023 | 0.004 | 0.038 | 0.011 | 0.034 |
| 2022 | -0.001 | -0.034 | 0.032 | 0.023 |
| 2021 | 0.002 | 0.027 | 0.043 | -0.001 |
| 2020 | -0.039 | 0.078 | 0.024 | 0.074 |
| 2019 | 0.027 | 0.027 | 0.009 | 0.023 |
| 2018 | -0.009 | 0.000 | 0.008 | 0.033 |
| 2017 | 0.036 | 0.029 | 0.020 | 0.017 |
| 2016 | 0.014 | 0.036 | 0.058 | 0.003 |
| 2015 | 0.023 | 0.000 | 0.027 | -0.005 |
| 2014 | 0.039 | 0.084 | 0.022 | 0.059 |
| 2013 | -0.002 | 0.028 | -0.045 | 0.046 |
| 2012 | 0.015 | 0.048 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.085 |
| 5 years | 0.090 |
| 10 years | 0.082 |