Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 44 |
| 1 month | -0.003 | 0 | 88 |
| 3 months | -0.019 | 0 | 61 |
| 1 year | 0.071 | 0 | 40 |
| 3 years | 0.101 | 0 | 3 |
| 5 years | 0.124 | 0 | 16 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.100 | — |
| 2022 | 0.095 | — |
| 2021 | 0.164 | — |
| 2020 | -0.087 | — |
| 2019 | 0.203 | — |
| 2018 | -0.067 | — |
| 2017 | 0.106 | — |
| 2016 | 0.094 | — |
| 2015 | 0.073 | — |
| 2014 | 0.069 | — |
| 2013 | 0.205 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | 0.046 | 0.036 | 0.011 | 0.014 |
| 2023 | 0.033 | -0.013 | 0.052 | 0.025 |
| 2022 | 0.034 | -0.034 | -0.029 | 0.128 |
| 2021 | 0.059 | 0.040 | 0.009 | 0.047 |
| 2020 | -0.237 | 0.102 | -0.048 | 0.140 |
| 2019 | 0.090 | 0.040 | 0.012 | 0.049 |
| 2018 | -0.055 | 0.074 | -0.001 | -0.080 |
| 2017 | 0.051 | 0.014 | -0.002 | 0.040 |
| 2016 | 0.022 | 0.049 | 0.066 | -0.042 |
| 2015 | 0.052 | -0.036 | -0.011 | 0.069 |
| 2014 | 0.016 | 0.014 | 0.002 | 0.036 |
| 2013 | 0.107 | -0.001 | 0.024 | 0.065 |
| 2012 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.101 |
| 5 years | 0.124 |
| 10 years | 0.075 |