Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.106 | 0 | 27 |
| 1 month | -0.009 | 0 | 11 |
| 3 months | -0.132 | 0 | 21 |
| 1 year | -0.057 | 0 | 66 |
| 3 years | 0.045 | 0 | 87 |
| 5 years | 0.107 | 0 | 49 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.150 | — |
| 2022 | -0.077 | — |
| 2021 | 0.193 | — |
| 2020 | 0.208 | — |
| 2019 | 0.297 | — |
| 2018 | -0.015 | — |
| 2017 | 0.167 | — |
| 2016 | 0.204 | — |
| 2015 | 0.033 | — |
| 2014 | 0.220 | — |
| 2013 | 0.217 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.098 | — | — | — |
| 2024 | 0.093 | -0.018 | 0.042 | 0.002 |
| 2023 | 0.096 | 0.067 | -0.074 | 0.061 |
| 2022 | -0.027 | -0.069 | -0.005 | 0.024 |
| 2021 | 0.059 | 0.056 | -0.002 | 0.069 |
| 2020 | -0.147 | 0.135 | 0.152 | 0.084 |
| 2019 | 0.153 | 0.044 | 0.046 | 0.030 |
| 2018 | 0.011 | 0.049 | 0.016 | -0.086 |
| 2017 | 0.071 | 0.004 | 0.020 | 0.063 |
| 2016 | -0.007 | 0.035 | 0.090 | 0.075 |
| 2015 | 0.140 | -0.064 | -0.094 | 0.070 |
| 2014 | 0.035 | 0.067 | 0.018 | 0.086 |
| 2013 | 0.058 | 0.026 | 0.058 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.057 |
| 3 years | 0.045 |
| 5 years | 0.107 |
| 10 years | 0.097 |