Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 97 |
| 1 month | 0.002 | 0 | 83 |
| 3 months | -0.079 | 0 | 95 |
| 1 year | 0.074 | 0 | 65 |
| 3 years | 0.092 | 0 | 38 |
| 5 years | 0.134 | 0 | 20 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.220 | — |
| 2023 | 0.246 | — |
| 2022 | -0.206 | — |
| 2021 | 0.231 | — |
| 2020 | 0.140 | — |
| 2019 | 0.225 | — |
| 2018 | -0.111 | — |
| 2017 | 0.254 | — |
| 2016 | 0.079 | — |
| 2015 | 0.040 | — |
| 2014 | 0.110 | — |
| 2013 | 0.331 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.116 | 0.039 | 0.037 | 0.015 |
| 2023 | 0.074 | 0.078 | -0.023 | 0.100 |
| 2022 | -0.053 | -0.192 | -0.039 | 0.081 |
| 2021 | 0.062 | 0.078 | 0.014 | 0.060 |
| 2020 | -0.232 | 0.214 | 0.108 | 0.103 |
| 2019 | 0.123 | 0.015 | -0.001 | 0.075 |
| 2018 | -0.012 | 0.035 | 0.043 | -0.167 |
| 2017 | 0.064 | 0.048 | 0.063 | 0.058 |
| 2016 | -0.012 | -0.004 | 0.050 | 0.044 |
| 2015 | 0.019 | 0.010 | -0.064 | 0.080 |
| 2014 | 0.027 | 0.056 | -0.013 | 0.036 |
| 2013 | 0.092 | 0.022 | 0.094 | 0.090 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.072 |
| 5 years | 0.121 |
| 10 years | 0.084 |