Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 35 |
| 1 month | -0.012 | 0 | 16 |
| 3 months | -0.053 | 0 | 58 |
| 1 year | 0.111 | 0 | 24 |
| 3 years | 0.082 | 0 | 37 |
| 5 years | 0.083 | 0 | 40 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.116 | — |
| 2022 | -0.133 | — |
| 2021 | 0.133 | — |
| 2020 | 0.060 | — |
| 2019 | 0.151 | — |
| 2018 | -0.060 | — |
| 2017 | 0.102 | — |
| 2016 | 0.036 | — |
| 2015 | 0.089 | — |
| 2014 | 0.122 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.085 | 0.020 | 0.051 | 0.028 |
| 2023 | 0.052 | 0.018 | -0.025 | 0.069 |
| 2022 | -0.056 | -0.117 | -0.016 | 0.057 |
| 2021 | 0.023 | 0.046 | 0.008 | 0.050 |
| 2020 | -0.151 | 0.127 | 0.039 | 0.066 |
| 2019 | 0.082 | 0.015 | 0.008 | 0.039 |
| 2018 | -0.005 | 0.024 | -0.004 | -0.075 |
| 2017 | 0.034 | 0.007 | 0.009 | 0.049 |
| 2016 | -0.024 | -0.003 | 0.050 | 0.014 |
| 2015 | 0.088 | -0.015 | -0.024 | 0.041 |
| 2014 | 0.052 | 0.014 | 0.018 | 0.033 |
| 2013 | 0.068 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.111 |
| 3 years | 0.082 |
| 5 years | 0.083 |
| 10 years | 0.056 |