Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.134 | 0 | 13 |
| 1 month | 0.057 | 0 | 19 |
| 3 months | 0.157 | 0 | 10 |
| 1 year | 0.171 | 0 | 14 |
| 3 years | 0.123 | 0 | 5 |
| 5 years | 0.115 | 0 | 2 |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.099 | — |
| 2022 | -0.045 | — |
| 2021 | 0.139 | — |
| 2020 | 0.001 | — |
| 2019 | 0.155 | — |
| 2018 | -0.078 | — |
| 2017 | 0.260 | — |
| 2016 | 0.376 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.057 | — | — |
| 2024 | 0.063 | 0.064 | -0.017 | 0.004 |
| 2023 | 0.025 | 0.015 | 0.041 | 0.015 |
| 2022 | -0.027 | -0.051 | -0.006 | 0.040 |
| 2021 | 0.096 | 0.043 | 0.027 | -0.029 |
| 2020 | -0.223 | 0.141 | 0.004 | 0.124 |
| 2019 | 0.080 | 0.048 | -0.021 | 0.042 |
| 2018 | -0.020 | -0.015 | 0.008 | -0.053 |
| 2017 | 0.108 | 0.028 | 0.039 | 0.065 |
| 2016 | 0.077 | 0.065 | 0.154 | 0.040 |
| 2015 | -0.123 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.171 |
| 3 years | 0.123 |
| 5 years | 0.115 |
| 10 years | 0.102 |