Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 75 |
| 1 month | 0.047 | 0 | 63 |
| 3 months | 0.107 | 0 | 64 |
| 1 year | 0.119 | 0 | 64 |
| 3 years | 0.215 | 0 | 4 |
| 5 years | 0.175 | 0 | 3 |
| 10 years | 0.142 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.276 | — |
| 2023 | 0.329 | — |
| 2022 | -0.200 | — |
| 2021 | 0.262 | — |
| 2020 | 0.210 | — |
| 2019 | 0.332 | — |
| 2018 | -0.049 | — |
| 2017 | 0.253 | — |
| 2016 | 0.084 | — |
| 2015 | 0.045 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | 0.107 | — | — |
| 2024 | 0.126 | 0.056 | 0.040 | 0.032 |
| 2023 | 0.087 | 0.111 | -0.022 | 0.126 |
| 2022 | -0.050 | -0.170 | -0.045 | 0.063 |
| 2021 | 0.046 | 0.087 | 0.007 | 0.102 |
| 2020 | -0.202 | 0.206 | 0.100 | 0.143 |
| 2019 | 0.154 | 0.043 | 0.011 | 0.096 |
| 2018 | 0.004 | 0.034 | 0.065 | -0.140 |
| 2017 | 0.073 | 0.051 | 0.046 | 0.063 |
| 2016 | -0.009 | 0.022 | 0.048 | 0.021 |
| 2015 | 0.015 | 0.011 | -0.061 | 0.085 |
| 2014 | -0.001 | 0.046 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.215 |
| 5 years | 0.175 |
| 10 years | 0.142 |