Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 78 |
| 1 month | -0.003 | 0 | 89 |
| 3 months | -0.047 | 0 | 66 |
| 1 year | 0.110 | 0 | 32 |
| 3 years | 0.087 | 0 | 45 |
| 5 years | 0.120 | 0 | 37 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.222 | — |
| 2022 | -0.161 | — |
| 2021 | 0.259 | — |
| 2020 | 0.054 | — |
| 2019 | 0.257 | — |
| 2018 | -0.075 | — |
| 2017 | 0.193 | — |
| 2016 | 0.095 | — |
| 2015 | -0.015 | — |
| 2014 | 0.081 | — |
| 2013 | 0.229 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.058 | 0.008 | 0.075 | 0.005 |
| 2023 | 0.062 | 0.072 | -0.032 | 0.109 |
| 2022 | -0.051 | -0.159 | -0.058 | 0.117 |
| 2021 | 0.080 | 0.055 | 0.009 | 0.096 |
| 2020 | -0.203 | 0.129 | 0.067 | 0.098 |
| 2019 | 0.115 | 0.042 | 0.019 | 0.062 |
| 2018 | -0.027 | 0.000 | 0.060 | -0.103 |
| 2017 | 0.064 | 0.031 | 0.032 | 0.054 |
| 2016 | 0.031 | 0.023 | 0.027 | 0.010 |
| 2015 | 0.003 | -0.010 | -0.051 | 0.046 |
| 2014 | 0.016 | 0.058 | -0.032 | 0.039 |
| 2013 | 0.099 | 0.003 | 0.053 | 0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.065 |
| 5 years | 0.107 |
| 10 years | 0.077 |