Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 10 |
| 1 month | 0.020 | 0 | 14 |
| 3 months | 0.077 | 0 | 13 |
| 1 year | 0.107 | 0 | 7 |
| 3 years | 0.091 | 0 | 18 |
| 5 years | 0.081 | 0 | 9 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.101 | — |
| 2022 | -0.097 | — |
| 2021 | 0.154 | — |
| 2020 | 0.042 | — |
| 2019 | 0.139 | — |
| 2018 | -0.089 | — |
| 2017 | 0.094 | — |
| 2016 | 0.071 | — |
| 2015 | -0.021 | — |
| 2014 | 0.087 | — |
| 2013 | 0.133 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.030 | — | — |
| 2024 | 0.055 | 0.000 | 0.048 | 0.028 |
| 2023 | 0.030 | 0.009 | -0.007 | 0.067 |
| 2022 | -0.014 | -0.108 | -0.018 | 0.045 |
| 2021 | 0.045 | 0.050 | 0.003 | 0.049 |
| 2020 | -0.143 | 0.094 | 0.044 | 0.065 |
| 2019 | 0.077 | 0.013 | 0.009 | 0.034 |
| 2018 | -0.018 | 0.029 | -0.004 | -0.095 |
| 2017 | 0.030 | -0.001 | 0.021 | 0.041 |
| 2016 | -0.034 | 0.026 | 0.046 | 0.034 |
| 2015 | 0.046 | -0.019 | -0.047 | 0.001 |
| 2014 | 0.042 | 0.027 | 0.006 | 0.010 |
| 2013 | 0.043 | -0.008 | 0.037 | 0.057 |
| 2012 | 0.020 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.091 |
| 5 years | 0.081 |
| 10 years | 0.051 |