Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.233 | 0 | 25 |
| 1 month | 0.066 | 0 | 6 |
| 3 months | 0.143 | 0 | 49 |
| 1 year | 0.295 | 0 | 47 |
| 3 years | 0.205 | 0 | 58 |
| 5 years | 0.130 | 0 | 89 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.135 | — |
| 2022 | 0.127 | — |
| 2021 | -0.054 | — |
| 2020 | 0.266 | — |
| 2019 | 0.227 | — |
| 2018 | 0.074 | — |
| 2017 | 0.008 | — |
| 2016 | 0.089 | — |
| 2015 | -0.051 | — |
| 2014 | -0.092 | — |
| 2013 | -0.067 | — |
| 2012 | 0.112 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.157 | — | — | — |
| 2024 | 0.060 | 0.073 | 0.044 | 0.006 |
| 2023 | 0.087 | -0.037 | -0.003 | 0.087 |
| 2022 | 0.061 | -0.007 | -0.018 | 0.089 |
| 2021 | -0.121 | 0.049 | -0.016 | 0.043 |
| 2020 | 0.108 | 0.112 | 0.033 | -0.004 |
| 2019 | 0.014 | 0.062 | 0.098 | 0.037 |
| 2018 | 0.060 | -0.017 | 0.003 | 0.027 |
| 2017 | 0.027 | -0.026 | 0.029 | -0.021 |
| 2016 | 0.102 | 0.066 | 0.072 | -0.134 |
| 2015 | -0.024 | 0.010 | -0.018 | -0.018 |
| 2014 | -0.004 | -0.041 | -0.040 | -0.009 |
| 2013 | -0.048 | -0.147 | 0.184 | -0.030 |
| 2012 | 0.027 | 0.032 | 0.077 | -0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.295 |
| 3 years | 0.205 |
| 5 years | 0.130 |
| 10 years | 0.119 |