Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.107 | 0 | 17 |
| 1 month | -0.040 | 0 | 68 |
| 3 months | 0.029 | 0 | 46 |
| 1 year | 0.108 | 0 | 22 |
| 3 years | 0.188 | 0 | 27 |
| 5 years | 0.234 | 0 | 20 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.208 | — |
| 2022 | 0.164 | — |
| 2021 | 0.155 | — |
| 2020 | -0.044 | — |
| 2019 | 0.127 | — |
| 2018 | -0.058 | — |
| 2017 | 0.452 | — |
| 2016 | 0.142 | — |
| 2015 | -0.105 | — |
| 2014 | 0.655 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | 0.116 | — | — |
| 2024 | 0.000 | 0.115 | 0.057 | -0.048 |
| 2023 | -0.056 | 0.135 | 0.015 | 0.110 |
| 2022 | 0.009 | -0.091 | 0.161 | 0.093 |
| 2021 | 0.060 | 0.068 | 0.086 | -0.060 |
| 2020 | -0.424 | 0.150 | 0.019 | 0.417 |
| 2019 | 0.108 | 0.001 | -0.079 | 0.103 |
| 2018 | -0.064 | 0.017 | -0.072 | 0.066 |
| 2017 | 0.199 | 0.094 | 0.047 | 0.057 |
| 2016 | -0.043 | 0.187 | 0.102 | -0.088 |
| 2015 | -0.042 | 0.004 | -0.038 | -0.032 |
| 2014 | 0.121 | 0.214 | -0.001 | 0.217 |
| 2013 | 0.014 | -0.185 | 0.184 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.188 |
| 5 years | 0.234 |
| 10 years | 0.119 |