Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 49 |
| 1 month | 0.040 | 0 | 4 |
| 3 months | 0.041 | 0 | 4 |
| 1 year | 0.101 | 0 | 9 |
| 3 years | 0.135 | 0 | 70 |
| 5 years | 0.210 | 0 | 54 |
| 10 years | 0.124 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.232 | — |
| 2022 | -0.019 | — |
| 2021 | 0.284 | — |
| 2020 | 0.150 | — |
| 2019 | 0.084 | — |
| 2018 | -0.020 | — |
| 2017 | 0.320 | — |
| 2016 | 0.085 | — |
| 2015 | 0.021 | — |
| 2014 | 0.459 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.046 | 0.107 | 0.089 | -0.082 |
| 2023 | -0.038 | 0.121 | 0.043 | 0.095 |
| 2022 | -0.006 | -0.090 | 0.101 | -0.015 |
| 2021 | 0.058 | 0.086 | 0.128 | -0.009 |
| 2020 | -0.290 | 0.196 | 0.087 | 0.245 |
| 2019 | 0.051 | 0.004 | -0.027 | 0.056 |
| 2018 | -0.058 | 0.025 | -0.006 | 0.021 |
| 2017 | 0.135 | 0.046 | 0.038 | 0.071 |
| 2016 | -0.018 | 0.092 | 0.072 | -0.056 |
| 2015 | 0.046 | -0.001 | -0.026 | 0.003 |
| 2014 | 0.073 | 0.189 | 0.056 | 0.083 |
| 2013 | 0.029 | 0.000 | 0.121 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.135 |
| 5 years | 0.210 |
| 10 years | 0.124 |