Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.236 | 0 | 11 |
| 1 month | 0.062 | 0 | 21 |
| 3 months | 0.150 | 0 | 11 |
| 1 year | 0.297 | 0 | 43 |
| 3 years | 0.209 | 0 | 23 |
| 5 years | 0.134 | 0 | 64 |
| 10 years | 0.123 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.145 | — |
| 2022 | 0.131 | — |
| 2021 | -0.051 | — |
| 2020 | 0.281 | — |
| 2019 | 0.221 | — |
| 2018 | 0.071 | — |
| 2017 | 0.033 | — |
| 2016 | 0.106 | — |
| 2015 | -0.068 | — |
| 2014 | -0.095 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.164 | — | — | — |
| 2024 | 0.054 | 0.078 | 0.042 | 0.007 |
| 2023 | 0.088 | -0.034 | -0.001 | 0.090 |
| 2022 | 0.063 | -0.009 | -0.014 | 0.088 |
| 2021 | -0.119 | 0.052 | -0.020 | 0.045 |
| 2020 | 0.126 | 0.106 | 0.037 | -0.008 |
| 2019 | -0.002 | 0.067 | 0.105 | 0.038 |
| 2018 | 0.043 | -0.009 | -0.004 | 0.039 |
| 2017 | 0.018 | -0.009 | 0.042 | -0.018 |
| 2016 | 0.113 | 0.085 | 0.029 | -0.110 |
| 2015 | -0.021 | 0.008 | -0.018 | -0.038 |
| 2014 | -0.004 | -0.042 | -0.042 | -0.010 |
| 2013 | -0.139 | 0.179 | -0.038 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.297 |
| 3 years | 0.209 |
| 5 years | 0.134 |
| 10 years | 0.123 |