Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 8 |
| 1 month | -0.006 | 0 | 3 |
| 3 months | -0.015 | 0 | 4 |
| 1 year | 0.144 | 0 | 6 |
| 3 years | 0.083 | 0 | 11 |
| 5 years | 0.102 | 0 | 48 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.181 | — |
| 2023 | 0.113 | — |
| 2022 | -0.065 | — |
| 2021 | 0.194 | — |
| 2020 | -0.009 | — |
| 2019 | 0.260 | — |
| 2018 | -0.001 | — |
| 2017 | 0.020 | — |
| 2016 | 0.041 | — |
| 2015 | 0.132 | — |
| 2014 | 0.193 | — |
| 2013 | 0.207 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.073 | 0.015 | 0.078 | 0.006 |
| 2023 | 0.047 | 0.016 | -0.001 | 0.047 |
| 2022 | -0.027 | -0.058 | -0.022 | 0.041 |
| 2021 | 0.083 | 0.020 | -0.004 | 0.085 |
| 2020 | -0.140 | 0.095 | -0.009 | 0.062 |
| 2019 | 0.115 | 0.042 | 0.054 | 0.029 |
| 2018 | -0.041 | 0.050 | 0.046 | -0.051 |
| 2017 | 0.053 | -0.026 | -0.015 | 0.010 |
| 2016 | -0.029 | 0.045 | 0.006 | 0.020 |
| 2015 | 0.139 | -0.059 | -0.038 | 0.098 |
| 2014 | 0.014 | 0.055 | 0.052 | 0.060 |
| 2013 | 0.120 | 0.010 | 0.011 | 0.055 |
| 2012 | 0.038 | 0.049 | -0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.064 |
| 5 years | 0.090 |
| 10 years | 0.067 |