Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.081 | 0 | — |
| 1 year | 0.064 | 0 | — |
| 3 years | 0.210 | 0 | — |
| 5 years | 0.161 | 0 | — |
| 10 years | 0.160 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.318 | — |
| 2022 | -0.061 | — |
| 2021 | 0.237 | — |
| 2020 | 0.197 | — |
| 2019 | 0.355 | — |
| 2018 | 0.060 | — |
| 2017 | 0.149 | — |
| 2016 | 0.127 | — |
| 2015 | 0.017 | — |
| 2014 | 0.135 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | 0.062 | 0.081 | — |
| 2024 | 0.060 | -0.036 | 0.117 | -0.024 |
| 2023 | 0.128 | 0.078 | -0.038 | 0.126 |
| 2022 | -0.011 | -0.121 | -0.025 | 0.108 |
| 2021 | 0.094 | 0.090 | -0.018 | 0.055 |
| 2020 | -0.109 | 0.159 | 0.023 | 0.134 |
| 2019 | 0.120 | 0.017 | 0.065 | 0.116 |
| 2018 | -0.004 | 0.104 | 0.112 | -0.132 |
| 2017 | 0.027 | 0.041 | 0.025 | 0.049 |
| 2016 | 0.036 | 0.022 | 0.009 | 0.055 |
| 2015 | -0.014 | 0.027 | -0.054 | 0.062 |
| 2014 | 0.001 | 0.044 | 0.042 | 0.042 |
| 2013 | 0.120 | 0.158 | 0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.210 |
| 5 years | 0.161 |
| 10 years | 0.160 |