Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | — |
| 1 month | 0.007 | 0 | — |
| 3 months | -0.005 | 0 | — |
| 1 year | 0.160 | 0 | — |
| 3 years | 0.089 | 0 | — |
| 5 years | 0.119 | 0 | — |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.109 | — |
| 2022 | -0.049 | — |
| 2021 | 0.243 | — |
| 2020 | -0.015 | — |
| 2019 | 0.221 | — |
| 2018 | -0.067 | — |
| 2017 | 0.113 | — |
| 2016 | 0.103 | — |
| 2015 | -0.008 | — |
| 2014 | 0.120 | — |
| 2013 | 0.214 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.069 | -0.008 | 0.091 | 0.025 |
| 2023 | 0.030 | 0.019 | -0.018 | 0.077 |
| 2022 | 0.036 | -0.114 | -0.026 | 0.064 |
| 2021 | 0.088 | 0.071 | -0.011 | 0.080 |
| 2020 | -0.168 | 0.116 | 0.039 | 0.020 |
| 2019 | 0.128 | 0.033 | 0.019 | 0.028 |
| 2018 | -0.023 | 0.058 | 0.004 | -0.101 |
| 2017 | 0.018 | 0.003 | 0.034 | 0.055 |
| 2016 | -0.016 | 0.020 | 0.062 | 0.036 |
| 2015 | 0.088 | 0.001 | -0.055 | -0.037 |
| 2014 | 0.040 | 0.065 | -0.004 | 0.015 |
| 2013 | 0.044 | -0.004 | 0.071 | 0.090 |
| 2012 | 0.058 | 0.012 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.160 |
| 3 years | 0.089 |
| 5 years | 0.119 |
| 10 years | 0.073 |