Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | 79 |
| 1 month | 0.020 | 0 | 84 |
| 3 months | 0.061 | 0 | 72 |
| 1 year | 0.140 | 0 | 67 |
| 3 years | 0.017 | 0 | 77 |
| 5 years | 0.058 | 0 | 73 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.030 | — |
| 2022 | -0.097 | — |
| 2021 | 0.135 | — |
| 2020 | 0.020 | — |
| 2019 | 0.276 | — |
| 2018 | -0.081 | — |
| 2017 | 0.194 | — |
| 2016 | 0.093 | — |
| 2015 | -0.049 | — |
| 2014 | 0.147 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | -0.013 | -0.008 | 0.130 | -0.073 |
| 2023 | 0.023 | -0.008 | -0.095 | 0.121 |
| 2022 | 0.019 | -0.108 | -0.095 | 0.097 |
| 2021 | 0.036 | 0.042 | -0.018 | 0.071 |
| 2020 | -0.166 | 0.099 | 0.022 | 0.089 |
| 2019 | 0.144 | 0.050 | 0.043 | 0.019 |
| 2018 | -0.059 | 0.036 | 0.006 | -0.063 |
| 2017 | 0.078 | 0.051 | 0.024 | 0.030 |
| 2016 | 0.072 | 0.063 | 0.016 | -0.055 |
| 2015 | 0.006 | -0.012 | -0.063 | 0.022 |
| 2014 | 0.073 | 0.091 | -0.023 | 0.002 |
| 2013 | 0.059 | 0.057 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.140 |
| 3 years | 0.017 |
| 5 years | 0.058 |
| 10 years | 0.051 |