Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 45 |
| 1 month | 0.016 | 0 | 34 |
| 3 months | 0.104 | 0 | 19 |
| 1 year | 0.121 | 0 | 30 |
| 3 years | 0.121 | 0 | 10 |
| 5 years | 0.101 | 0 | 10 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.146 | — |
| 2023 | 0.190 | — |
| 2022 | -0.170 | — |
| 2021 | 0.175 | — |
| 2020 | 0.103 | — |
| 2019 | 0.221 | — |
| 2018 | -0.089 | — |
| 2017 | 0.173 | — |
| 2016 | 0.039 | — |
| 2015 | -0.007 | — |
| 2014 | 0.010 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | 0.089 | — | — |
| 2024 | 0.066 | 0.026 | 0.050 | -0.002 |
| 2023 | 0.059 | 0.051 | -0.025 | 0.096 |
| 2022 | -0.043 | -0.144 | -0.041 | 0.057 |
| 2021 | 0.043 | 0.058 | 0.003 | 0.061 |
| 2020 | -0.157 | 0.119 | 0.068 | 0.096 |
| 2019 | 0.099 | 0.037 | 0.011 | 0.060 |
| 2018 | -0.017 | 0.008 | 0.039 | -0.116 |
| 2017 | 0.047 | 0.032 | 0.036 | 0.048 |
| 2016 | -0.019 | -0.007 | 0.047 | 0.019 |
| 2015 | 0.023 | 0.000 | -0.085 | 0.060 |
| 2014 | 0.002 | 0.028 | -0.020 | 0.000 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.098 |
| 5 years | 0.087 |
| 10 years | 0.069 |