Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 48 |
| 1 month | -0.002 | 0 | 54 |
| 3 months | 0.009 | 0 | 36 |
| 1 year | 0.161 | 0 | 18 |
| 3 years | 0.068 | 0 | 41 |
| 5 years | 0.088 | 0 | 36 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.096 | — |
| 2022 | -0.098 | — |
| 2021 | 0.177 | — |
| 2020 | 0.057 | — |
| 2019 | 0.149 | — |
| 2018 | -0.068 | — |
| 2017 | 0.047 | — |
| 2016 | 0.104 | — |
| 2015 | -0.008 | — |
| 2014 | 0.099 | — |
| 2013 | 0.133 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.050 | 0.003 | 0.069 | 0.031 |
| 2023 | 0.041 | 0.010 | -0.028 | 0.072 |
| 2022 | -0.024 | -0.114 | -0.013 | 0.056 |
| 2021 | 0.051 | 0.061 | 0.006 | 0.048 |
| 2020 | -0.154 | 0.124 | 0.048 | 0.061 |
| 2019 | 0.084 | 0.015 | 0.016 | 0.028 |
| 2018 | -0.037 | 0.027 | 0.024 | -0.080 |
| 2017 | 0.013 | -0.020 | 0.017 | 0.037 |
| 2016 | 0.012 | 0.018 | 0.042 | 0.028 |
| 2015 | 0.030 | -0.012 | -0.035 | 0.011 |
| 2014 | 0.039 | 0.032 | 0.015 | 0.010 |
| 2013 | 0.040 | -0.010 | 0.030 | 0.068 |
| 2012 | 0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.161 |
| 3 years | 0.068 |
| 5 years | 0.088 |
| 10 years | 0.056 |