Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | 0.041 | 0 | — |
| 1 year | 0.129 | 0 | — |
| 3 years | 0.195 | 0 | — |
| 5 years | 0.260 | 0 | — |
| 10 years | 0.157 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.250 | — |
| 2022 | 0.176 | — |
| 2021 | 0.355 | — |
| 2020 | 0.107 | — |
| 2019 | 0.085 | — |
| 2018 | -0.011 | — |
| 2017 | 0.294 | — |
| 2016 | 0.134 | — |
| 2015 | -0.005 | — |
| 2014 | 0.381 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.069 | 0.073 | 0.070 | -0.046 |
| 2023 | 0.000 | 0.074 | 0.071 | 0.087 |
| 2022 | 0.059 | -0.030 | 0.066 | 0.073 |
| 2021 | 0.088 | 0.093 | 0.131 | 0.008 |
| 2020 | -0.238 | 0.196 | 0.014 | 0.197 |
| 2019 | 0.044 | 0.023 | -0.036 | 0.054 |
| 2018 | -0.039 | -0.008 | 0.029 | 0.008 |
| 2017 | 0.123 | 0.020 | 0.029 | 0.096 |
| 2016 | -0.037 | 0.091 | 0.076 | 0.003 |
| 2015 | 0.022 | -0.030 | -0.038 | 0.042 |
| 2014 | 0.065 | 0.180 | 0.045 | 0.051 |
| 2013 | -0.009 | 0.076 | 0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.195 |
| 5 years | 0.260 |
| 10 years | 0.157 |