Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 46 |
| 1 month | -0.037 | 0 | 39 |
| 3 months | -0.075 | 0 | 48 |
| 1 year | 0.059 | 0 | 30 |
| 3 years | 0.055 | 0 | 38 |
| 5 years | 0.115 | 0 | 24 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.197 | — |
| 2023 | 0.071 | — |
| 2022 | -0.047 | — |
| 2021 | 0.302 | — |
| 2020 | 0.005 | — |
| 2019 | 0.254 | — |
| 2018 | -0.066 | — |
| 2017 | 0.040 | — |
| 2016 | 0.072 | — |
| 2015 | 0.074 | — |
| 2014 | 0.231 | — |
| 2013 | 0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.105 | 0.022 | 0.025 | 0.034 |
| 2023 | 0.010 | 0.026 | 0.000 | 0.034 |
| 2022 | -0.003 | -0.066 | -0.008 | 0.032 |
| 2021 | 0.156 | 0.040 | 0.009 | 0.073 |
| 2020 | -0.188 | 0.122 | 0.025 | 0.076 |
| 2019 | 0.118 | 0.009 | 0.057 | 0.052 |
| 2018 | -0.053 | 0.056 | 0.036 | -0.098 |
| 2017 | 0.032 | -0.045 | 0.011 | 0.045 |
| 2016 | -0.044 | 0.006 | 0.033 | 0.079 |
| 2015 | 0.134 | -0.038 | -0.089 | 0.081 |
| 2014 | 0.026 | 0.067 | 0.069 | 0.051 |
| 2013 | 0.105 | -0.017 | 0.018 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.055 |
| 5 years | 0.115 |
| 10 years | 0.067 |