Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 31 |
| 1 month | -0.062 | 0 | 29 |
| 3 months | -0.039 | 0 | 31 |
| 1 year | 0.085 | 0 | 9 |
| 3 years | 0.079 | 0 | 23 |
| 5 years | 0.145 | 0 | 34 |
| 10 years | 0.092 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.235 | — |
| 2023 | 0.131 | — |
| 2022 | -0.102 | — |
| 2021 | 0.327 | — |
| 2020 | 0.021 | — |
| 2019 | 0.295 | — |
| 2018 | -0.006 | — |
| 2017 | 0.066 | — |
| 2016 | 0.091 | — |
| 2015 | 0.128 | — |
| 2014 | 0.217 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.094 | 0.027 | 0.039 | 0.057 |
| 2023 | 0.028 | 0.050 | -0.013 | 0.061 |
| 2022 | -0.040 | -0.075 | 0.000 | 0.011 |
| 2021 | 0.084 | 0.062 | 0.031 | 0.118 |
| 2020 | -0.171 | 0.136 | 0.031 | 0.052 |
| 2019 | 0.144 | 0.039 | 0.064 | 0.024 |
| 2018 | -0.040 | 0.068 | 0.062 | -0.087 |
| 2017 | 0.047 | -0.020 | 0.007 | 0.031 |
| 2016 | -0.026 | 0.048 | 0.006 | 0.063 |
| 2015 | 0.146 | -0.044 | -0.050 | 0.083 |
| 2014 | 0.009 | 0.054 | 0.065 | 0.074 |
| 2013 | 0.052 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.059 |
| 5 years | 0.132 |
| 10 years | 0.086 |