Performance
Trailing returns
| Period | Return | Category | Rank | 
|---|---|---|---|
| ytd | 0.202 | 0 | 1 | 
| 1 month | 0.006 | 0 | 69 | 
| 3 months | 0.012 | 0 | 74 | 
| 1 year | 0.225 | 0 | 1 | 
| 3 years | 0.157 | 0 | 1 | 
| 5 years | 0.120 | 0 | 5 | 
| 10 years | 0.087 | 0 | — | 
Annual total returns
| Year | Return | Category | 
|---|---|---|
| 2025 | — | — | 
| 2024 | 0.086 | — | 
| 2023 | 0.166 | — | 
| 2022 | 0.101 | — | 
| 2021 | 0.037 | — | 
| 2020 | 0.056 | — | 
| 2019 | 0.053 | — | 
| 2018 | -0.020 | — | 
| 2017 | 0.071 | — | 
| 2016 | 0.113 | — | 
| 2015 | 0.102 | — | 
| 2014 | 0.113 | — | 
| 2013 | — | — | 
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 | 
|---|---|---|---|---|
| 2025 | 0.152 | 0.031 | 0.012 | — | 
| 2024 | 0.022 | 0.019 | 0.024 | 0.019 | 
| 2023 | 0.022 | 0.021 | 0.018 | 0.097 | 
| 2022 | 0.073 | -0.004 | 0.012 | 0.017 | 
| 2021 | 0.011 | 0.012 | 0.007 | 0.006 | 
| 2020 | 0.023 | -0.011 | 0.030 | 0.014 | 
| 2019 | 0.027 | -0.002 | 0.006 | 0.021 | 
| 2018 | 0.018 | 0.005 | -0.011 | -0.032 | 
| 2017 | 0.019 | 0.022 | 0.020 | 0.008 | 
| 2016 | 0.026 | 0.024 | 0.036 | 0.022 | 
| 2015 | 0.028 | 0.018 | 0.030 | 0.022 | 
| 2014 | 0.025 | 0.032 | 0.020 | 0.032 | 
| 2013 | 0.027 | 0.009 | 0.029 | — | 
Load adjusted returns
| Year | Return | 
|---|---|
| 1 year | 0.215 | 
| 3 years | 0.157 | 
| 5 years | 0.120 | 
| 10 years | 0.087 |