Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 76 |
| 1 month | -0.024 | 0 | 70 |
| 3 months | -0.060 | 0 | 71 |
| 1 year | 0.101 | 0 | 41 |
| 3 years | 0.068 | 0 | 69 |
| 5 years | 0.078 | 0 | 49 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.115 | — |
| 2022 | -0.147 | — |
| 2021 | 0.163 | — |
| 2020 | 0.085 | — |
| 2019 | 0.128 | — |
| 2018 | -0.075 | — |
| 2017 | 0.094 | — |
| 2016 | 0.040 | — |
| 2015 | 0.048 | — |
| 2014 | 0.073 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.066 | 0.012 | 0.061 | 0.026 |
| 2023 | 0.046 | 0.017 | -0.031 | 0.081 |
| 2022 | -0.055 | -0.137 | -0.018 | 0.065 |
| 2021 | 0.031 | 0.066 | 0.001 | 0.057 |
| 2020 | -0.126 | 0.117 | 0.042 | 0.067 |
| 2019 | 0.075 | 0.011 | 0.001 | 0.037 |
| 2018 | -0.007 | 0.006 | 0.005 | -0.078 |
| 2017 | 0.036 | 0.003 | 0.006 | 0.047 |
| 2016 | -0.043 | 0.011 | 0.053 | 0.022 |
| 2015 | 0.063 | -0.016 | -0.038 | 0.042 |
| 2014 | 0.036 | 0.018 | 0.005 | 0.012 |
| 2013 | 0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.068 |
| 5 years | 0.078 |
| 10 years | 0.050 |