Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 24 |
| 1 month | -0.028 | 0 | 36 |
| 3 months | -0.013 | 0 | 24 |
| 1 year | 0.049 | 0 | 3 |
| 3 years | 0.048 | 0 | 9 |
| 5 years | 0.067 | 0 | 7 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.072 | — |
| 2022 | -0.053 | — |
| 2021 | 0.101 | — |
| 2020 | 0.049 | — |
| 2019 | 0.095 | — |
| 2018 | -0.009 | — |
| 2017 | 0.035 | — |
| 2016 | 0.049 | — |
| 2015 | 0.022 | — |
| 2014 | 0.082 | — |
| 2013 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.052 | 0.018 | 0.023 | 0.020 |
| 2023 | 0.031 | 0.025 | -0.005 | 0.020 |
| 2022 | -0.025 | -0.043 | 0.000 | 0.015 |
| 2021 | 0.041 | 0.019 | 0.006 | 0.031 |
| 2020 | -0.064 | 0.054 | 0.041 | 0.021 |
| 2019 | 0.047 | 0.017 | 0.014 | 0.015 |
| 2018 | 0.000 | 0.020 | 0.011 | -0.039 |
| 2017 | 0.018 | 0.003 | 0.005 | 0.009 |
| 2016 | -0.008 | 0.014 | 0.027 | 0.016 |
| 2015 | 0.044 | -0.014 | -0.024 | 0.017 |
| 2014 | 0.014 | 0.026 | 0.016 | 0.023 |
| 2013 | 0.025 | 0.006 | 0.019 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.048 |
| 5 years | 0.067 |
| 10 years | 0.041 |