Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0.108 | 59 |
| 1 month | -0.002 | 0.044 | 87 |
| 3 months | 0.161 | 0.070 | 35 |
| 1 year | 0.148 | 0.482 | 42 |
| 3 years | 0.109 | 0.213 | 49 |
| 5 years | 0.077 | 0.202 | 57 |
| 10 years | 0.108 | 0.141 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.246 | — |
| 2023 | 0.134 | — |
| 2022 | -0.308 | — |
| 2021 | 0.193 | — |
| 2020 | 0.407 | 0.393 |
| 2019 | 0.395 | 0.325 |
| 2018 | -0.060 | -0.067 |
| 2017 | 0.285 | 0.239 |
| 2016 | 0.023 | 0.060 |
| 2015 | 0.065 | -0.009 |
| 2014 | 0.059 | 0.070 |
| 2013 | — | 0.349 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.123 | 0.187 | — | — |
| 2024 | 0.161 | -0.037 | 0.070 | 0.041 |
| 2023 | 0.053 | 0.051 | -0.077 | 0.110 |
| 2022 | -0.169 | -0.198 | 0.017 | 0.021 |
| 2021 | 0.013 | 0.080 | 0.029 | 0.059 |
| 2020 | -0.166 | 0.312 | 0.078 | 0.193 |
| 2019 | 0.193 | 0.090 | -0.006 | 0.080 |
| 2018 | 0.024 | 0.037 | 0.088 | -0.187 |
| 2017 | 0.085 | 0.054 | 0.053 | 0.067 |
| 2016 | -0.034 | 0.053 | 0.035 | -0.028 |
| 2015 | 0.081 | 0.015 | -0.067 | 0.041 |
| 2014 | 0.006 | 0.002 | -0.002 | 0.053 |
| 2013 | 0.016 | 0.141 | 0.074 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.148 |
| 3 years | 0.109 |
| 5 years | 0.077 |
| 10 years | 0.108 |