Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | 7 |
| 1 month | 0.045 | 0 | 3 |
| 3 months | 0.077 | 0 | 4 |
| 1 year | 0.226 | 0 | 4 |
| 3 years | 0.119 | 0 | 8 |
| 5 years | 0.119 | 0 | 31 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.160 | — |
| 2022 | -0.114 | — |
| 2021 | 0.120 | — |
| 2020 | 0.088 | — |
| 2019 | 0.246 | — |
| 2018 | -0.040 | — |
| 2017 | 0.172 | — |
| 2016 | 0.019 | — |
| 2015 | 0.024 | — |
| 2014 | 0.055 | — |
| 2013 | 0.271 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.075 | — | — | — |
| 2024 | 0.049 | 0.010 | 0.124 | -0.064 |
| 2023 | 0.066 | 0.023 | -0.030 | 0.097 |
| 2022 | -0.049 | -0.109 | -0.084 | 0.142 |
| 2021 | 0.043 | 0.031 | -0.025 | 0.069 |
| 2020 | -0.154 | 0.119 | 0.036 | 0.110 |
| 2019 | 0.095 | 0.059 | 0.013 | 0.062 |
| 2018 | -0.015 | -0.003 | 0.043 | -0.063 |
| 2017 | 0.070 | 0.041 | 0.022 | 0.030 |
| 2016 | 0.020 | 0.015 | 0.025 | -0.040 |
| 2015 | 0.013 | -0.021 | -0.035 | 0.071 |
| 2014 | 0.015 | 0.051 | -0.027 | 0.017 |
| 2013 | 0.090 | 0.027 | 0.054 | 0.077 |
| 2012 | -0.012 | 0.068 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.226 |
| 3 years | 0.119 |
| 5 years | 0.119 |
| 10 years | 0.084 |