Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 35 |
| 1 month | -0.015 | 0 | 68 |
| 3 months | -0.025 | 0 | 37 |
| 1 year | 0.093 | 0 | 51 |
| 3 years | 0.055 | 0 | 31 |
| 5 years | 0.065 | 0 | 28 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.081 | — |
| 2022 | -0.081 | — |
| 2021 | 0.097 | — |
| 2020 | 0.050 | — |
| 2019 | 0.117 | — |
| 2018 | -0.094 | — |
| 2017 | 0.067 | — |
| 2016 | 0.057 | — |
| 2015 | 0.003 | — |
| 2014 | 0.094 | — |
| 2013 | 0.107 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.043 | 0.004 | 0.059 | 0.010 |
| 2023 | 0.032 | 0.005 | -0.025 | 0.069 |
| 2022 | -0.023 | -0.087 | -0.014 | 0.045 |
| 2021 | 0.026 | 0.033 | 0.005 | 0.030 |
| 2020 | -0.108 | 0.082 | 0.033 | 0.053 |
| 2019 | 0.078 | 0.001 | 0.014 | 0.021 |
| 2018 | -0.008 | 0.027 | -0.018 | -0.095 |
| 2017 | 0.027 | 0.000 | 0.003 | 0.035 |
| 2016 | -0.008 | 0.021 | 0.038 | 0.005 |
| 2015 | 0.049 | -0.016 | -0.025 | -0.003 |
| 2014 | 0.037 | 0.022 | 0.006 | 0.026 |
| 2013 | 0.024 | -0.012 | 0.034 | 0.057 |
| 2012 | 0.026 | 0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.055 |
| 5 years | 0.065 |
| 10 years | 0.035 |