Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 15 |
| 1 month | -0.010 | 0 | 53 |
| 3 months | 0.084 | 0 | 15 |
| 1 year | 0.112 | 0 | 9 |
| 3 years | 0.095 | 0 | 6 |
| 5 years | 0.172 | 0 | 18 |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.255 | — |
| 2022 | -0.141 | — |
| 2021 | 0.146 | — |
| 2020 | 0.060 | — |
| 2019 | 0.228 | — |
| 2018 | -0.137 | — |
| 2017 | 0.205 | — |
| 2016 | 0.089 | — |
| 2015 | -0.037 | — |
| 2014 | 0.039 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.084 | — | — | — |
| 2024 | 0.071 | 0.014 | 0.054 | -0.040 |
| 2023 | 0.094 | 0.056 | -0.029 | 0.118 |
| 2022 | -0.023 | -0.137 | -0.100 | 0.133 |
| 2021 | 0.091 | 0.048 | -0.032 | 0.035 |
| 2020 | -0.295 | 0.156 | 0.072 | 0.214 |
| 2019 | 0.111 | 0.037 | -0.009 | 0.075 |
| 2018 | -0.023 | -0.012 | 0.034 | -0.135 |
| 2017 | 0.055 | 0.051 | 0.050 | 0.035 |
| 2016 | 0.010 | -0.010 | 0.066 | 0.022 |
| 2015 | 0 | 0.004 | -0.079 | 0.042 |
| 2014 | 0.012 | 0.040 | -0.037 | 0.025 |
| 2013 | 0.085 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.112 |
| 3 years | 0.095 |
| 5 years | 0.172 |
| 10 years | 0.076 |