Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | — |
| 1 month | 0.044 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.115 | 0 | — |
| 3 years | 0.144 | 0 | — |
| 5 years | 0.160 | 0 | — |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.095 | — |
| 2022 | 0.042 | — |
| 2021 | 0.293 | — |
| 2020 | 0.065 | — |
| 2019 | 0.295 | — |
| 2018 | -0.028 | — |
| 2017 | 0.053 | — |
| 2016 | 0.150 | — |
| 2015 | -0.018 | — |
| 2014 | 0.176 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.035 | — | — |
| 2024 | 0.082 | -0.006 | 0.072 | 0.003 |
| 2023 | -0.021 | 0.046 | -0.005 | 0.075 |
| 2022 | 0.011 | -0.095 | 0.019 | 0.117 |
| 2021 | 0.127 | 0.066 | 0.007 | 0.068 |
| 2020 | -0.212 | 0.137 | 0.045 | 0.138 |
| 2019 | 0.096 | 0.031 | 0.046 | 0.096 |
| 2018 | -0.026 | 0.075 | 0.104 | -0.159 |
| 2017 | -0.028 | 0.012 | 0.029 | 0.040 |
| 2016 | -0.014 | 0.023 | 0.030 | 0.107 |
| 2015 | -0.020 | 0.003 | -0.060 | 0.062 |
| 2014 | -0.001 | 0.044 | 0.024 | 0.100 |
| 2013 | 0.072 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.144 |
| 5 years | 0.160 |
| 10 years | 0.111 |