Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.090 | 0 | 1 |
| 1 month | 0.063 | 0 | 3 |
| 3 months | 0.037 | 0 | 1 |
| 1 year | 0.262 | 0 | 1 |
| 3 years | 0.123 | 0 | 4 |
| 5 years | 0.177 | 0 | 5 |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.239 | — |
| 2023 | 0.177 | — |
| 2022 | -0.300 | — |
| 2021 | 0.355 | — |
| 2020 | 0.200 | — |
| 2019 | 0.346 | — |
| 2018 | -0.098 | — |
| 2017 | 0.065 | — |
| 2016 | 0.071 | — |
| 2015 | 0.339 | — |
| 2014 | 0.363 | — |
| 2013 | 0.414 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.074 | 0.045 | 0.042 | 0.059 |
| 2023 | 0.047 | 0.041 | -0.048 | 0.135 |
| 2022 | -0.168 | -0.147 | -0.108 | 0.105 |
| 2021 | 0.049 | 0.065 | 0.033 | 0.174 |
| 2020 | -0.271 | 0.208 | 0.227 | 0.110 |
| 2019 | 0.114 | 0.053 | 0.020 | 0.124 |
| 2018 | -0.012 | 0.045 | -0.011 | -0.116 |
| 2017 | 0.025 | 0.063 | -0.026 | 0.004 |
| 2016 | -0.042 | -0.035 | 0.162 | -0.003 |
| 2015 | 0.148 | -0.038 | 0.030 | 0.176 |
| 2014 | 0.105 | 0.153 | -0.054 | 0.131 |
| 2013 | 0.151 | 0.005 | 0.126 | 0.085 |
| 2012 | -0.040 | 0.015 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.262 |
| 3 years | 0.123 |
| 5 years | 0.177 |
| 10 years | 0.111 |