Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0.202 | 24 |
| 1 month | 0.001 | 0.000 | 87 |
| 3 months | 0.089 | 0.044 | 81 |
| 1 year | 0.031 | 0.602 | 18 |
| 3 years | 0.087 | 0.113 | 22 |
| 5 years | 0.124 | 0.139 | 32 |
| 10 years | 0.089 | 0.112 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.179 | — |
| 2022 | -0.157 | — |
| 2021 | 0.222 | — |
| 2020 | 0.203 | 0.110 |
| 2019 | 0.262 | 0.238 |
| 2018 | -0.104 | -0.127 |
| 2017 | 0.141 | 0.123 |
| 2016 | 0.182 | 0.208 |
| 2015 | -0.057 | -0.054 |
| 2014 | 0.118 | 0.038 |
| 2013 | — | 0.374 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | 0.075 | — | — |
| 2024 | 0.069 | -0.038 | 0.096 | 0.001 |
| 2023 | 0.036 | 0.054 | -0.047 | 0.132 |
| 2022 | -0.058 | -0.154 | -0.027 | 0.085 |
| 2021 | 0.132 | 0.039 | -0.006 | 0.046 |
| 2020 | -0.305 | 0.285 | 0.057 | 0.276 |
| 2019 | 0.119 | 0.034 | 0.003 | 0.087 |
| 2018 | -0.006 | 0.085 | 0.036 | -0.198 |
| 2017 | 0.040 | 0.029 | 0.047 | 0.018 |
| 2016 | -0.001 | 0.031 | 0.047 | 0.096 |
| 2015 | 0.031 | 0.004 | -0.118 | 0.033 |
| 2014 | 0.041 | 0.004 | -0.046 | 0.121 |
| 2013 | 0.102 | 0.067 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.087 |
| 5 years | 0.124 |
| 10 years | 0.089 |