Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0.100 | 72 |
| 1 month | -0.006 | 0.030 | 78 |
| 3 months | 0.129 | 0.082 | 38 |
| 1 year | 0.107 | 0.408 | 64 |
| 3 years | 0.152 | 0.192 | 38 |
| 5 years | 0.103 | 0.185 | 45 |
| 10 years | 0.096 | 0.118 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.345 | — |
| 2022 | -0.319 | — |
| 2021 | 0.158 | — |
| 2020 | 0.281 | 0.327 |
| 2019 | 0.321 | 0.304 |
| 2018 | -0.132 | -0.078 |
| 2017 | 0.368 | 0.302 |
| 2016 | 0.006 | 0.024 |
| 2015 | 0.043 | 0.013 |
| 2014 | 0.025 | 0.027 |
| 2013 | 0.274 | 0.264 |
| 2012 | — | 0.180 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | 0.145 | — | — |
| 2024 | 0.112 | 0.027 | 0.033 | -0.011 |
| 2023 | 0.139 | 0.082 | -0.047 | 0.145 |
| 2022 | -0.161 | -0.187 | -0.093 | 0.101 |
| 2021 | 0.010 | 0.106 | 0.004 | 0.032 |
| 2020 | -0.217 | 0.256 | 0.109 | 0.175 |
| 2019 | 0.170 | 0.041 | -0.041 | 0.131 |
| 2018 | 0.000 | 0.019 | 0.012 | -0.158 |
| 2017 | 0.105 | 0.087 | 0.062 | 0.072 |
| 2016 | -0.064 | -0.016 | 0.090 | 0.003 |
| 2015 | 0.075 | 0.027 | -0.106 | 0.057 |
| 2014 | 0.008 | 0.039 | -0.020 | -0.002 |
| 2013 | 0.072 | 0.008 | 0.095 | 0.076 |
| 2012 | -0.081 | 0.078 | 0.074 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.152 |
| 5 years | 0.103 |
| 10 years | 0.096 |