Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 4 |
| 1 month | -0.009 | 0 | 65 |
| 3 months | 0.013 | 0 | 8 |
| 1 year | 0.163 | 0 | 2 |
| 3 years | 0.074 | 0 | 39 |
| 5 years | 0.102 | 0 | 55 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.106 | — |
| 2022 | -0.146 | — |
| 2021 | 0.254 | — |
| 2020 | -0.048 | — |
| 2019 | 0.272 | — |
| 2018 | -0.092 | — |
| 2017 | 0.113 | — |
| 2016 | -0.034 | — |
| 2015 | 0.160 | — |
| 2014 | 0.125 | — |
| 2013 | 0.227 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.092 | — | — | — |
| 2024 | 0.068 | 0.029 | 0.059 | -0.026 |
| 2023 | 0.059 | 0.007 | -0.010 | 0.047 |
| 2022 | -0.070 | -0.095 | -0.069 | 0.091 |
| 2021 | 0.063 | 0.075 | 0.005 | 0.091 |
| 2020 | -0.208 | 0.119 | 0.015 | 0.058 |
| 2019 | 0.132 | 0.035 | 0.039 | 0.044 |
| 2018 | -0.048 | 0.044 | 0.020 | -0.105 |
| 2017 | 0.061 | 0.036 | -0.002 | 0.015 |
| 2016 | -0.069 | -0.004 | 0.033 | 0.008 |
| 2015 | 0.178 | -0.038 | -0.066 | 0.096 |
| 2014 | 0.030 | 0.065 | 0.002 | 0.024 |
| 2013 | 0.108 | -0.021 | 0.064 | 0.062 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.061 |
| 5 years | 0.094 |
| 10 years | 0.051 |