Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 32 |
| 1 month | -0.016 | 0 | 88 |
| 3 months | 0.019 | 0 | 64 |
| 1 year | 0.223 | 0 | 39 |
| 3 years | 0.091 | 0 | 17 |
| 5 years | 0.085 | 0 | 38 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.196 | — |
| 2023 | 0.024 | — |
| 2022 | 0.029 | — |
| 2021 | 0.075 | — |
| 2020 | -0.108 | — |
| 2019 | 0.139 | — |
| 2018 | -0.037 | — |
| 2017 | 0.109 | — |
| 2016 | 0.026 | — |
| 2015 | 0.062 | — |
| 2014 | 0.086 | — |
| 2013 | 0.195 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.070 | — | — | — |
| 2024 | 0.027 | 0.035 | 0.101 | 0.022 |
| 2023 | 0.030 | -0.026 | -0.046 | 0.070 |
| 2022 | 0.031 | -0.044 | -0.034 | 0.081 |
| 2021 | 0.010 | 0.012 | 0.026 | 0.024 |
| 2020 | -0.208 | 0.064 | -0.014 | 0.074 |
| 2019 | 0.094 | 0.016 | 0.005 | 0.020 |
| 2018 | -0.014 | 0.013 | -0.041 | 0.006 |
| 2017 | 0.062 | 0.020 | -0.001 | 0.024 |
| 2016 | 0.001 | 0.022 | 0.033 | -0.029 |
| 2015 | 0.098 | -0.025 | -0.041 | 0.035 |
| 2014 | 0.065 | 0.023 | 0.007 | -0.010 |
| 2013 | 0.049 | -0.001 | 0.048 | 0.088 |
| 2012 | 0.010 | 0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.223 |
| 3 years | 0.091 |
| 5 years | 0.085 |
| 10 years | 0.044 |