Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | 64 |
| 1 month | 0.022 | 0 | 8 |
| 3 months | 0.119 | 0 | 37 |
| 1 year | 0.156 | 0 | 25 |
| 3 years | 0.163 | 0 | 13 |
| 5 years | 0.141 | 0 | 9 |
| 10 years | 0.108 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.165 | — |
| 2023 | 0.235 | — |
| 2022 | -0.151 | — |
| 2021 | 0.274 | — |
| 2020 | 0.067 | — |
| 2019 | 0.270 | — |
| 2018 | -0.065 | — |
| 2017 | 0.202 | — |
| 2016 | 0.110 | — |
| 2015 | -0.004 | — |
| 2014 | 0.091 | — |
| 2013 | 0.242 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.092 | — | — |
| 2024 | 0.061 | 0.011 | 0.078 | 0.007 |
| 2023 | 0.065 | 0.075 | -0.030 | 0.112 |
| 2022 | -0.049 | -0.157 | -0.055 | 0.120 |
| 2021 | 0.083 | 0.058 | 0.012 | 0.099 |
| 2020 | -0.200 | 0.132 | 0.070 | 0.101 |
| 2019 | 0.118 | 0.045 | 0.024 | 0.061 |
| 2018 | -0.022 | 0.002 | 0.060 | -0.100 |
| 2017 | 0.063 | 0.037 | 0.032 | 0.057 |
| 2016 | 0.037 | 0.026 | 0.027 | 0.016 |
| 2015 | 0.006 | -0.008 | -0.049 | 0.049 |
| 2014 | 0.018 | 0.060 | -0.026 | 0.039 |
| 2013 | 0.102 | 0.003 | 0.059 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.137 |
| 5 years | 0.126 |
| 10 years | 0.101 |