Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 38 |
| 1 month | -0.060 | 0 | 25 |
| 3 months | -0.047 | 0 | 38 |
| 1 year | -0.015 | 0 | 91 |
| 3 years | 0.018 | 0 | 94 |
| 5 years | 0.127 | 0 | 58 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.149 | — |
| 2022 | -0.150 | — |
| 2021 | 0.168 | — |
| 2020 | 0.263 | — |
| 2019 | 0.268 | — |
| 2018 | -0.057 | — |
| 2017 | 0.137 | — |
| 2016 | 0.155 | — |
| 2015 | 0.059 | — |
| 2014 | 0.149 | — |
| 2013 | 0.181 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.054 | -0.001 | 0.046 | -0.011 |
| 2023 | 0.082 | 0.020 | -0.051 | 0.096 |
| 2022 | -0.038 | -0.099 | -0.020 | 0.001 |
| 2021 | 0.039 | 0.066 | -0.002 | 0.057 |
| 2020 | -0.176 | 0.179 | 0.148 | 0.132 |
| 2019 | 0.137 | 0.029 | 0.031 | 0.051 |
| 2018 | -0.035 | 0.035 | 0.028 | -0.081 |
| 2017 | 0.075 | -0.003 | 0.017 | 0.044 |
| 2016 | -0.012 | 0.016 | 0.065 | 0.080 |
| 2015 | 0.160 | -0.063 | -0.105 | 0.089 |
| 2014 | 0.028 | 0.042 | 0.023 | 0.048 |
| 2013 | 0.091 | -0.024 | 0.067 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.018 |
| 5 years | 0.127 |
| 10 years | 0.079 |