Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.158 | 0.042 | 13 |
| 1 month | -0.014 | -0.014 | 74 |
| 3 months | 0.041 | 0.007 | 50 |
| 1 year | 0.193 | 0.187 | 9 |
| 3 years | 0.090 | 0.092 | 46 |
| 5 years | 0.113 | 0.072 | 39 |
| 10 years | 0.106 | 0.093 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.257 | — |
| 2023 | -0.077 | — |
| 2022 | 0.008 | — |
| 2021 | 0.168 | — |
| 2020 | -0.011 | 0.009 |
| 2019 | 0.242 | 0.229 |
| 2018 | 0.038 | 0.028 |
| 2017 | 0.116 | 0.118 |
| 2016 | 0.168 | 0.138 |
| 2015 | -0.054 | -0.099 |
| 2014 | 0.262 | 0.171 |
| 2013 | — | 0.184 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | 0.076 | — | — |
| 2024 | 0.048 | 0.042 | 0.196 | -0.037 |
| 2023 | -0.032 | -0.029 | -0.094 | 0.084 |
| 2022 | 0.043 | -0.053 | -0.060 | 0.087 |
| 2021 | 0.028 | -0.006 | 0.010 | 0.131 |
| 2020 | -0.141 | 0.022 | 0.048 | 0.075 |
| 2019 | 0.105 | 0.032 | 0.086 | 0.002 |
| 2018 | -0.035 | 0.045 | 0.024 | 0.005 |
| 2017 | 0.059 | 0.021 | 0.029 | 0.004 |
| 2016 | 0.150 | 0.071 | -0.058 | 0.007 |
| 2015 | -0.047 | -0.065 | 0.043 | 0.018 |
| 2014 | 0.093 | 0.076 | -0.049 | 0.129 |
| 2013 | 0 | 0.029 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.193 |
| 3 years | 0.090 |
| 5 years | 0.113 |
| 10 years | 0.106 |