Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.252 | 0 | 1 |
| 1 month | 0.068 | 0 | 1 |
| 3 months | 0.160 | 0 | 1 |
| 1 year | 0.311 | 0 | 5 |
| 3 years | 0.214 | 0 | 1 |
| 5 years | 0.144 | 0 | 3 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.192 | — |
| 2023 | 0.152 | — |
| 2022 | 0.124 | — |
| 2021 | -0.036 | — |
| 2020 | 0.246 | — |
| 2019 | 0.222 | — |
| 2018 | 0.065 | — |
| 2017 | 0.020 | — |
| 2016 | 0.090 | — |
| 2015 | -0.085 | — |
| 2014 | 0.007 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.172 | — | — | — |
| 2024 | 0.054 | 0.080 | 0.051 | -0.004 |
| 2023 | 0.094 | -0.030 | -0.004 | 0.090 |
| 2022 | 0.055 | -0.006 | -0.006 | 0.079 |
| 2021 | -0.106 | 0.048 | -0.022 | 0.052 |
| 2020 | 0.111 | 0.098 | 0.012 | 0.009 |
| 2019 | -0.005 | 0.086 | 0.103 | 0.026 |
| 2018 | 0.047 | -0.020 | 0.001 | 0.036 |
| 2017 | 0.020 | -0.008 | 0.029 | -0.022 |
| 2016 | 0.152 | 0.081 | -0.013 | -0.114 |
| 2015 | -0.035 | 0.014 | -0.018 | -0.048 |
| 2014 | 0.047 | 0.002 | -0.055 | 0.015 |
| 2013 | -0.158 | 0.172 | -0.110 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.311 |
| 3 years | 0.214 |
| 5 years | 0.144 |
| 10 years | 0.119 |