Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 10 |
| 1 month | 0.014 | 0 | 3 |
| 3 months | 0.036 | 0 | 6 |
| 1 year | 0.164 | 0 | 6 |
| 3 years | 0.089 | 0 | 12 |
| 5 years | 0.093 | 0 | 48 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.132 | — |
| 2022 | -0.126 | — |
| 2021 | 0.133 | — |
| 2020 | 0.061 | — |
| 2019 | 0.219 | — |
| 2018 | -0.030 | — |
| 2017 | 0.073 | — |
| 2016 | 0.033 | — |
| 2015 | 0.087 | — |
| 2014 | 0.099 | — |
| 2013 | 0.300 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.055 | — | — | — |
| 2024 | 0.069 | 0.013 | 0.062 | -0.005 |
| 2023 | 0.055 | 0.038 | -0.022 | 0.057 |
| 2022 | -0.048 | -0.086 | -0.057 | 0.064 |
| 2021 | 0.058 | 0.029 | -0.017 | 0.059 |
| 2020 | -0.108 | 0.095 | 0.012 | 0.073 |
| 2019 | 0.086 | 0.055 | 0.032 | 0.030 |
| 2018 | -0.036 | 0.034 | 0.045 | -0.068 |
| 2017 | 0.031 | 0.024 | 0.005 | 0.012 |
| 2016 | -0.033 | 0.015 | 0.034 | 0.017 |
| 2015 | 0.048 | -0.041 | 0.018 | 0.063 |
| 2014 | 0.010 | 0.039 | -0.007 | 0.054 |
| 2013 | 0.105 | 0.047 | 0.040 | 0.081 |
| 2012 | -0.006 | 0.031 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.070 |
| 5 years | 0.081 |
| 10 years | 0.067 |