Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.077 | 0 | — |
| 1 year | 0.130 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0.104 | 0 | — |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.112 | — |
| 2022 | -0.068 | — |
| 2021 | 0.150 | — |
| 2020 | 0.071 | — |
| 2019 | 0.162 | — |
| 2018 | -0.033 | — |
| 2017 | 0.106 | — |
| 2016 | 0.119 | — |
| 2015 | 0.033 | — |
| 2014 | 0.125 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | 0.041 | — | — |
| 2024 | 0.055 | 0.020 | 0.069 | 0.011 |
| 2023 | 0.034 | 0.016 | -0.018 | 0.077 |
| 2022 | -0.023 | -0.092 | -0.014 | 0.065 |
| 2021 | 0.039 | 0.050 | 0.002 | 0.052 |
| 2020 | -0.152 | 0.111 | 0.041 | 0.091 |
| 2019 | 0.084 | 0.014 | 0.019 | 0.037 |
| 2018 | -0.009 | 0.013 | 0.007 | -0.043 |
| 2017 | 0.041 | 0.008 | 0.014 | 0.040 |
| 2016 | 0.011 | 0.034 | 0.049 | 0.021 |
| 2015 | 0.055 | -0.009 | -0.040 | 0.030 |
| 2014 | 0.047 | 0.032 | 0.020 | 0.020 |
| 2013 | 0.064 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.119 |
| 5 years | 0.104 |
| 10 years | 0.081 |