Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.121 | 0 | — |
| 1 month | 0.011 | 0 | — |
| 3 months | 0.092 | 0 | — |
| 1 year | 0.201 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0.162 | 0 | — |
| 10 years | 0.105 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.183 | — |
| 2023 | 0.093 | — |
| 2022 | -0.022 | — |
| 2021 | 0.313 | — |
| 2020 | 0.004 | — |
| 2019 | 0.233 | — |
| 2018 | -0.074 | — |
| 2017 | 0.102 | — |
| 2016 | 0.241 | — |
| 2015 | -0.085 | — |
| 2014 | 0.119 | — |
| 2013 | 0.189 | — |
| 2012 | 0.108 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | 0.077 | — | — |
| 2024 | 0.046 | -0.009 | 0.135 | 0.006 |
| 2023 | 0.033 | 0.004 | -0.030 | 0.087 |
| 2022 | 0.083 | -0.105 | -0.031 | 0.041 |
| 2021 | 0.111 | 0.078 | 0.019 | 0.076 |
| 2020 | -0.229 | 0.104 | 0.047 | 0.127 |
| 2019 | 0.126 | 0.019 | 0.038 | 0.035 |
| 2018 | -0.044 | 0.058 | 0.007 | -0.090 |
| 2017 | 0.028 | -0.005 | 0.034 | 0.043 |
| 2016 | 0.064 | 0.045 | 0.054 | 0.059 |
| 2015 | 0.018 | -0.018 | -0.080 | -0.005 |
| 2014 | 0.064 | 0.067 | 0.002 | -0.016 |
| 2013 | 0.058 | -0.009 | 0.055 | 0.075 |
| 2012 | 0.065 | -0.041 | 0.058 | 0.026 |
| 2011 | 0.112 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.201 |
| 3 years | 0.119 |
| 5 years | 0.162 |
| 10 years | 0.105 |