Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 12 |
| 1 month | -0.019 | 0 | 61 |
| 3 months | -0.023 | 0 | 26 |
| 1 year | 0.081 | 0 | 6 |
| 3 years | 0.037 | 0 | 28 |
| 5 years | 0.059 | 0 | 28 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | 0.046 | — |
| 2022 | -0.105 | — |
| 2021 | 0.169 | — |
| 2020 | -0.039 | — |
| 2019 | 0.182 | — |
| 2018 | -0.086 | — |
| 2017 | 0.109 | — |
| 2016 | 0.001 | — |
| 2015 | 0.043 | — |
| 2014 | 0.132 | — |
| 2013 | 0.204 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.070 | -0.011 | 0.057 | -0.008 |
| 2023 | 0.010 | 0.015 | -0.026 | 0.048 |
| 2022 | -0.056 | -0.051 | -0.074 | 0.079 |
| 2021 | 0.040 | 0.053 | 0.004 | 0.062 |
| 2020 | -0.128 | 0.038 | 0.033 | 0.027 |
| 2019 | 0.103 | 0.030 | 0.013 | 0.027 |
| 2018 | -0.047 | 0.027 | 0.046 | -0.107 |
| 2017 | 0.042 | 0.023 | 0.006 | 0.035 |
| 2016 | -0.013 | 0.007 | 0.003 | 0.004 |
| 2015 | 0.048 | -0.028 | -0.026 | 0.052 |
| 2014 | 0.011 | 0.051 | 0.011 | 0.054 |
| 2013 | 0.110 | -0.005 | 0.034 | 0.055 |
| 2012 | 0.007 | 0.060 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.037 |
| 5 years | 0.059 |
| 10 years | 0.035 |