Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | — |
| 1 month | 0.033 | 0 | — |
| 3 months | 0.194 | 0 | — |
| 1 year | 0.189 | 0 | — |
| 3 years | 0.192 | 0 | — |
| 5 years | 0.118 | 0 | — |
| 10 years | 0.138 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.271 | — |
| 2023 | 0.379 | — |
| 2022 | -0.303 | — |
| 2021 | 0.179 | — |
| 2020 | 0.452 | — |
| 2019 | 0.342 | — |
| 2018 | 0.065 | — |
| 2017 | 0.181 | — |
| 2016 | -0.008 | — |
| 2015 | 0.088 | — |
| 2014 | 0.084 | — |
| 2013 | 0.552 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | 0.167 | — | — |
| 2024 | 0.132 | 0.046 | 0.037 | 0.035 |
| 2023 | 0.101 | 0.120 | -0.027 | 0.150 |
| 2022 | -0.122 | -0.208 | -0.016 | 0.019 |
| 2021 | -0.025 | 0.168 | -0.002 | 0.038 |
| 2020 | -0.080 | 0.324 | 0.086 | 0.098 |
| 2019 | 0.174 | 0.051 | -0.006 | 0.094 |
| 2018 | 0.055 | 0.130 | 0.120 | -0.203 |
| 2017 | 0.054 | 0.035 | 0.056 | 0.025 |
| 2016 | -0.063 | 0.010 | 0.053 | -0.004 |
| 2015 | 0.055 | 0.024 | -0.048 | 0.057 |
| 2014 | -0.051 | 0.054 | 0.026 | 0.056 |
| 2013 | 0.096 | 0.112 | 0.181 | 0.079 |
| 2012 | 0.002 | -0.017 | 0.033 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.179 |
| 3 years | 0.192 |
| 5 years | 0.118 |
| 10 years | 0.138 |