Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.173 | 0 | — |
| 3 years | 0.099 | 0 | — |
| 5 years | 0.101 | 0 | — |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.198 | — |
| 2023 | 0.063 | — |
| 2022 | -0.015 | — |
| 2021 | 0.174 | — |
| 2020 | -0.086 | — |
| 2019 | 0.150 | — |
| 2018 | 0.012 | — |
| 2017 | 0.107 | — |
| 2016 | 0.081 | — |
| 2015 | 0.155 | — |
| 2014 | 0.117 | — |
| 2013 | 0.226 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | — | — | — |
| 2024 | 0.073 | 0.011 | 0.095 | 0.009 |
| 2023 | 0.032 | 0.007 | -0.022 | 0.047 |
| 2022 | -0.016 | -0.048 | -0.026 | 0.081 |
| 2021 | 0.016 | 0.042 | 0.027 | 0.079 |
| 2020 | -0.159 | 0.034 | 0.031 | 0.020 |
| 2019 | 0.078 | 0.026 | 0.023 | 0.017 |
| 2018 | 0.003 | 0.018 | 0.035 | -0.043 |
| 2017 | 0.046 | -0.003 | -0.003 | 0.065 |
| 2016 | -0.002 | 0.028 | 0.035 | 0.018 |
| 2015 | 0.115 | -0.027 | -0.005 | 0.071 |
| 2014 | 0.057 | 0.026 | 0.023 | 0.007 |
| 2013 | 0.124 | 0.025 | 0.025 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.173 |
| 3 years | 0.099 |
| 5 years | 0.101 |
| 10 years | 0.076 |