Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | 3 |
| 1 month | 0.014 | 0 | 4 |
| 3 months | 0.030 | 0 | 3 |
| 1 year | 0.140 | 0 | 4 |
| 3 years | 0.089 | 0 | 13 |
| 5 years | 0.113 | 0 | 36 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.135 | — |
| 2022 | -0.118 | — |
| 2021 | 0.231 | — |
| 2020 | -0.068 | — |
| 2019 | 0.208 | — |
| 2018 | -0.125 | — |
| 2017 | 0.133 | — |
| 2016 | -0.016 | — |
| 2015 | 0.159 | — |
| 2014 | 0.134 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.076 | — | — | — |
| 2024 | 0.075 | 0.025 | 0.043 | -0.023 |
| 2023 | 0.074 | 0.017 | -0.012 | 0.052 |
| 2022 | -0.053 | -0.086 | -0.055 | 0.078 |
| 2021 | 0.081 | 0.070 | 0 | 0.065 |
| 2020 | -0.236 | 0.115 | 0.038 | 0.054 |
| 2019 | 0.125 | -0.006 | 0.036 | 0.043 |
| 2018 | -0.044 | 0.050 | -0.007 | -0.122 |
| 2017 | 0.060 | 0.025 | 0.023 | 0.020 |
| 2016 | -0.054 | -0.023 | 0.048 | 0.016 |
| 2015 | 0.165 | -0.027 | -0.050 | 0.076 |
| 2014 | 0.038 | 0.048 | 0.013 | 0.030 |
| 2013 | 0.080 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.071 |
| 5 years | 0.101 |
| 10 years | 0.046 |