Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 8 |
| 1 month | 0.031 | 0 | 24 |
| 3 months | 0.036 | 0 | 13 |
| 1 year | 0.099 | 0 | 25 |
| 3 years | 0.130 | 0 | 32 |
| 5 years | 0.164 | 0 | 22 |
| 10 years | 0.108 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.165 | — |
| 2022 | 0.079 | — |
| 2021 | 0.151 | — |
| 2020 | 0.116 | — |
| 2019 | 0.100 | — |
| 2018 | 0.018 | — |
| 2017 | 0.189 | — |
| 2016 | 0.068 | — |
| 2015 | 0.067 | — |
| 2014 | 0.290 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.046 | 0.045 | 0.060 | -0.032 |
| 2023 | -0.007 | 0.059 | 0.038 | 0.067 |
| 2022 | 0.011 | -0.012 | 0.051 | 0.028 |
| 2021 | 0.039 | 0.046 | 0.049 | 0.010 |
| 2020 | -0.199 | 0.155 | 0.071 | 0.126 |
| 2019 | 0.025 | 0.020 | 0.008 | 0.042 |
| 2018 | -0.014 | 0.005 | 0.003 | 0.023 |
| 2017 | 0.072 | 0.026 | 0.030 | 0.050 |
| 2016 | -0.024 | 0.070 | 0.046 | -0.023 |
| 2015 | 0.030 | 0.009 | 0.012 | 0.015 |
| 2014 | 0.050 | 0.108 | 0.058 | 0.048 |
| 2013 | 0.019 | 0.023 | 0.103 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.130 |
| 5 years | 0.164 |
| 10 years | 0.108 |