Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 55 |
| 1 month | -0.032 | 0 | 36 |
| 3 months | -0.018 | 0 | 55 |
| 1 year | 0.074 | 0 | 14 |
| 3 years | 0.074 | 0 | 16 |
| 5 years | 0.146 | 0 | 30 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.227 | — |
| 2022 | -0.157 | — |
| 2021 | 0.265 | — |
| 2020 | 0.058 | — |
| 2019 | 0.262 | — |
| 2018 | -0.071 | — |
| 2017 | 0.199 | — |
| 2016 | 0.100 | — |
| 2015 | -0.011 | — |
| 2014 | 0.086 | — |
| 2013 | 0.235 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.059 | 0.009 | 0.076 | 0.006 |
| 2023 | 0.063 | 0.073 | -0.031 | 0.110 |
| 2022 | -0.050 | -0.158 | -0.056 | 0.118 |
| 2021 | 0.081 | 0.056 | 0.010 | 0.097 |
| 2020 | -0.202 | 0.130 | 0.068 | 0.099 |
| 2019 | 0.116 | 0.043 | 0.020 | 0.063 |
| 2018 | -0.026 | 0.001 | 0.061 | -0.102 |
| 2017 | 0.065 | 0.033 | 0.033 | 0.055 |
| 2016 | 0.033 | 0.024 | 0.029 | 0.011 |
| 2015 | 0.004 | -0.009 | -0.050 | 0.047 |
| 2014 | 0.018 | 0.058 | -0.031 | 0.040 |
| 2013 | 0.100 | 0.004 | 0.055 | 0.060 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.052 |
| 5 years | 0.132 |
| 10 years | 0.085 |