Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.145 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.099 | 0 | — |
| 1 year | 0.154 | 0 | — |
| 3 years | 0.167 | 0 | — |
| 5 years | 0.125 | 0 | — |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.147 | — |
| 2022 | -0.073 | — |
| 2021 | 0.112 | — |
| 2020 | 0.046 | — |
| 2019 | 0.130 | — |
| 2018 | -0.096 | — |
| 2017 | 0.239 | — |
| 2016 | 0.030 | — |
| 2015 | 0.156 | — |
| 2014 | 0.035 | — |
| 2013 | 0.252 | — |
| 2012 | 0.176 | — |
| 2011 | -0.162 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.058 | 0.067 | — | — |
| 2024 | 0.063 | 0.023 | 0.061 | -0.015 |
| 2023 | 0.063 | 0.008 | 0.010 | 0.060 |
| 2022 | -0.058 | -0.096 | -0.045 | 0.140 |
| 2021 | 0.057 | 0.040 | 0.000 | 0.011 |
| 2020 | -0.233 | 0.142 | 0.041 | 0.146 |
| 2019 | 0.068 | -0.003 | -0.017 | 0.080 |
| 2018 | 0.028 | -0.028 | -0.017 | -0.079 |
| 2017 | 0.087 | 0.036 | 0.032 | 0.067 |
| 2016 | -0.068 | -0.020 | 0.107 | 0.019 |
| 2015 | 0.137 | 0.014 | -0.062 | 0.070 |
| 2014 | 0.055 | 0.002 | -0.016 | -0.006 |
| 2013 | 0.056 | 0.001 | 0.094 | 0.082 |
| 2012 | 0.117 | -0.068 | 0.032 | 0.095 |
| 2011 | 0.004 | 0.002 | -0.165 | -0.001 |
| 2010 | 0.152 | 0.049 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.154 |
| 3 years | 0.167 |
| 5 years | 0.125 |
| 10 years | 0.074 |