Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 79 |
| 1 month | 0.023 | 0 | 44 |
| 3 months | 0.012 | 0 | 85 |
| 1 year | 0.087 | 0 | 33 |
| 3 years | 0.146 | 0 | 10 |
| 5 years | 0.153 | 0 | 40 |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.218 | — |
| 2022 | 0.055 | — |
| 2021 | 0.146 | — |
| 2020 | 0.093 | — |
| 2019 | 0.103 | — |
| 2018 | -0.034 | — |
| 2017 | 0.326 | — |
| 2016 | 0.044 | — |
| 2015 | 0.076 | — |
| 2014 | 0.271 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.039 | 0.068 | 0.063 | -0.005 |
| 2023 | -0.017 | 0.085 | 0.039 | 0.098 |
| 2022 | -0.002 | -0.054 | 0.079 | 0.036 |
| 2021 | 0.022 | 0.066 | 0.060 | -0.007 |
| 2020 | -0.173 | 0.135 | 0.060 | 0.098 |
| 2019 | 0.047 | 0.019 | 0.007 | 0.028 |
| 2018 | -0.034 | 0.025 | -0.019 | -0.006 |
| 2017 | 0.115 | 0.042 | 0.092 | 0.044 |
| 2016 | -0.049 | 0.075 | 0.066 | -0.042 |
| 2015 | 0.093 | -0.020 | 0.010 | -0.006 |
| 2014 | 0.010 | 0.135 | 0.076 | 0.030 |
| 2013 | 0.034 | 0.019 | 0.153 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.146 |
| 5 years | 0.153 |
| 10 years | 0.110 |