Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 60 |
| 1 month | -0.009 | 0 | 1 |
| 3 months | 0.049 | 0 | 4 |
| 1 year | 0.027 | 0 | 4 |
| 3 years | 0.180 | 0 | 20 |
| 5 years | 0.199 | 0 | 27 |
| 10 years | 0.134 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.283 | — |
| 2022 | -0.011 | — |
| 2021 | 0.283 | — |
| 2020 | 0.187 | — |
| 2019 | 0.117 | — |
| 2018 | -0.033 | — |
| 2017 | 0.355 | — |
| 2016 | 0.072 | — |
| 2015 | -0.042 | — |
| 2014 | 0.310 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | 0.094 | — | — |
| 2024 | 0.061 | 0.110 | 0.092 | -0.066 |
| 2023 | -0.028 | 0.134 | 0.026 | 0.135 |
| 2022 | -0.022 | -0.103 | 0.108 | 0.018 |
| 2021 | 0.042 | 0.074 | 0.122 | 0.021 |
| 2020 | -0.241 | 0.178 | 0.118 | 0.188 |
| 2019 | 0.062 | 0.017 | -0.016 | 0.050 |
| 2018 | -0.070 | 0.060 | 0.004 | -0.023 |
| 2017 | 0.126 | 0.067 | 0.038 | 0.086 |
| 2016 | -0.009 | 0.071 | 0.063 | -0.049 |
| 2015 | 0.038 | -0.019 | -0.060 | 0.001 |
| 2014 | 0.063 | 0.132 | 0.050 | 0.036 |
| 2013 | 0.045 | -0.019 | 0.094 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.180 |
| 5 years | 0.199 |
| 10 years | 0.134 |