Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 65 |
| 1 month | -0.043 | 0 | 77 |
| 3 months | -0.022 | 0 | 65 |
| 1 year | 0.050 | 0 | 15 |
| 3 years | 0.039 | 0 | 11 |
| 5 years | 0.078 | 0 | 12 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.111 | — |
| 2022 | -0.123 | — |
| 2021 | 0.112 | — |
| 2020 | 0.048 | — |
| 2019 | 0.173 | — |
| 2018 | -0.068 | — |
| 2017 | 0.086 | — |
| 2016 | 0.061 | — |
| 2015 | 0.002 | — |
| 2014 | 0.092 | — |
| 2013 | 0.077 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.056 | 0.012 | 0.029 | 0.032 |
| 2023 | 0.029 | 0.023 | -0.005 | 0.061 |
| 2022 | -0.037 | -0.084 | -0.023 | 0.018 |
| 2021 | 0.052 | 0.026 | -0.006 | 0.036 |
| 2020 | -0.134 | 0.106 | 0.023 | 0.070 |
| 2019 | 0.087 | 0.023 | 0.026 | 0.027 |
| 2018 | -0.023 | 0.013 | 0.019 | -0.076 |
| 2017 | 0.028 | 0.007 | 0.018 | 0.031 |
| 2016 | 0.004 | 0.011 | 0.031 | 0.014 |
| 2015 | 0.044 | -0.035 | -0.046 | 0.042 |
| 2014 | 0.021 | 0.040 | 0.005 | 0.024 |
| 2013 | 0.048 | -0.018 | 0.024 | 0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.039 |
| 5 years | 0.078 |
| 10 years | 0.043 |