Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 29 |
| 1 month | -0.014 | 0 | 56 |
| 3 months | -0.023 | 0 | 27 |
| 1 year | 0.097 | 0 | 42 |
| 3 years | 0.074 | 0 | 3 |
| 5 years | 0.077 | 0 | 5 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.100 | — |
| 2022 | -0.076 | — |
| 2021 | 0.155 | — |
| 2020 | 0.055 | — |
| 2019 | 0.152 | — |
| 2018 | -0.030 | — |
| 2017 | 0.047 | — |
| 2016 | 0.006 | — |
| 2015 | 0.027 | — |
| 2014 | 0.068 | — |
| 2013 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.062 | -0.007 | 0.070 | 0.003 |
| 2023 | 0.028 | 0.029 | -0.021 | 0.062 |
| 2022 | -0.028 | -0.087 | -0.008 | 0.049 |
| 2021 | 0.031 | 0.053 | -0.001 | 0.064 |
| 2020 | -0.085 | 0.074 | 0.037 | 0.034 |
| 2019 | 0.085 | 0.031 | 0.019 | 0.011 |
| 2018 | -0.014 | 0.024 | 0.015 | -0.054 |
| 2017 | 0.017 | 0.004 | -0.005 | 0.030 |
| 2016 | -0.020 | 0.008 | 0.017 | 0.000 |
| 2015 | 0.050 | -0.010 | -0.032 | 0.021 |
| 2014 | 0.031 | 0.029 | -0.002 | 0.009 |
| 2013 | 0.024 | -0.022 | 0.036 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.074 |
| 5 years | 0.077 |
| 10 years | 0.050 |