Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | 76 |
| 1 month | -0.014 | 0 | 54 |
| 3 months | -0.108 | 0 | 94 |
| 1 year | 0.099 | 0 | 71 |
| 3 years | 0.104 | 0 | 30 |
| 5 years | 0.156 | 0 | 13 |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.315 | — |
| 2023 | 0.215 | — |
| 2022 | -0.156 | — |
| 2021 | 0.001 | — |
| 2020 | 0.572 | — |
| 2019 | 0.299 | — |
| 2018 | -0.134 | — |
| 2017 | 0.197 | — |
| 2016 | 0.170 | — |
| 2015 | 0.093 | — |
| 2014 | 0.098 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.182 | 0.029 | -0.004 | 0.085 |
| 2023 | 0.099 | 0.036 | -0.032 | 0.102 |
| 2022 | -0.005 | -0.173 | -0.007 | 0.033 |
| 2021 | 0.004 | -0.015 | 0.004 | 0.009 |
| 2020 | -0.159 | 0.367 | 0.144 | 0.195 |
| 2019 | 0.202 | 0.058 | -0.050 | 0.074 |
| 2018 | 0.014 | 0.087 | -0.015 | -0.202 |
| 2017 | 0.049 | 0.001 | 0.057 | 0.078 |
| 2016 | 0.015 | 0.052 | 0.060 | 0.033 |
| 2015 | 0.098 | 0.017 | -0.081 | 0.065 |
| 2014 | 0.057 | 0.021 | -0.018 | 0.036 |
| 2013 | 0.095 | 0.089 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.104 |
| 5 years | 0.156 |
| 10 years | 0.125 |