Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 63 |
| 1 month | 0.020 | 0 | 8 |
| 3 months | 0.095 | 0 | 6 |
| 1 year | 0.108 | 0 | 18 |
| 3 years | 0.091 | 0 | 14 |
| 5 years | 0.071 | 0 | 12 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.173 | — |
| 2022 | -0.197 | — |
| 2021 | 0.116 | — |
| 2020 | 0.219 | — |
| 2019 | 0.196 | — |
| 2018 | -0.049 | — |
| 2017 | 0.124 | — |
| 2016 | 0.090 | — |
| 2015 | -0.034 | — |
| 2014 | 0.052 | — |
| 2013 | 0.174 | — |
| 2012 | 0.112 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | 0.074 | — | — |
| 2024 | 0.039 | 0.013 | 0.029 | 0.016 |
| 2023 | 0.044 | 0.055 | -0.015 | 0.081 |
| 2022 | -0.064 | -0.155 | -0.009 | 0.025 |
| 2021 | 0.015 | 0.058 | 0.002 | 0.037 |
| 2020 | -0.146 | 0.173 | 0.096 | 0.111 |
| 2019 | 0.102 | 0.026 | -0.005 | 0.063 |
| 2018 | -0.009 | 0.035 | 0.036 | -0.105 |
| 2017 | 0.036 | 0.020 | 0.023 | 0.039 |
| 2016 | -0.006 | 0.017 | 0.058 | 0.020 |
| 2015 | 0.015 | -0.002 | -0.073 | 0.029 |
| 2014 | 0.017 | 0.034 | -0.017 | 0.018 |
| 2013 | 0.066 | -0.002 | 0.047 | 0.054 |
| 2012 | 0.084 | -0.047 | 0.070 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.072 |
| 5 years | 0.060 |
| 10 years | 0.066 |