Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.101 | 0 | 2 |
| 1 month | -0.024 | 0 | 32 |
| 3 months | 0.037 | 0 | 1 |
| 1 year | 0.106 | 0 | 2 |
| 3 years | 0.098 | 0 | 1 |
| 5 years | 0.122 | 0 | 2 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.188 | — |
| 2023 | 0.088 | — |
| 2022 | -0.112 | — |
| 2021 | 0.176 | — |
| 2020 | 0.017 | — |
| 2019 | 0.217 | — |
| 2018 | -0.165 | — |
| 2017 | 0.262 | — |
| 2016 | -0.013 | — |
| 2015 | 0.070 | — |
| 2014 | 0.065 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.128 | — | — | — |
| 2024 | 0.171 | -0.007 | 0.023 | -0.001 |
| 2023 | 0.100 | -0.012 | -0.012 | 0.013 |
| 2022 | -0.051 | -0.078 | -0.109 | 0.140 |
| 2021 | 0.091 | 0.060 | 0.007 | 0.010 |
| 2020 | -0.222 | 0.165 | 0.008 | 0.113 |
| 2019 | 0.107 | 0.043 | -0.009 | 0.063 |
| 2018 | -0.035 | 0.015 | -0.006 | -0.143 |
| 2017 | 0.085 | 0.057 | 0.061 | 0.037 |
| 2016 | -0.056 | -0.006 | 0.048 | 0.003 |
| 2015 | 0.018 | -0.028 | -0.004 | 0.086 |
| 2014 | 0.002 | 0.021 | -0.001 | 0.043 |
| 2013 | 0.080 | 0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.079 |
| 5 years | 0.111 |
| 10 years | 0.068 |