Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.126 | 0 | 57 |
| 1 month | 0.008 | 0 | 32 |
| 3 months | 0.055 | 0 | 52 |
| 1 year | 0.116 | 0 | 53 |
| 3 years | 0.113 | 0 | 73 |
| 5 years | 0.082 | 0 | 54 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.150 | — |
| 2023 | 0.095 | — |
| 2022 | -0.096 | — |
| 2021 | 0.133 | — |
| 2020 | 0.066 | — |
| 2019 | 0.147 | — |
| 2018 | -0.060 | — |
| 2017 | 0.095 | — |
| 2016 | 0.059 | — |
| 2015 | 0.073 | — |
| 2014 | 0.081 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.035 | 0.063 | — |
| 2024 | 0.061 | 0.012 | 0.047 | 0.023 |
| 2023 | 0.039 | 0.011 | -0.022 | 0.066 |
| 2022 | -0.044 | -0.102 | -0.008 | 0.062 |
| 2021 | 0.035 | 0.044 | 0.008 | 0.040 |
| 2020 | -0.140 | 0.108 | 0.044 | 0.072 |
| 2019 | 0.081 | 0.013 | 0.009 | 0.038 |
| 2018 | -0.005 | 0.018 | 0.008 | -0.079 |
| 2017 | 0.035 | 0.006 | 0.006 | 0.044 |
| 2016 | -0.034 | 0.015 | 0.053 | 0.026 |
| 2015 | 0.071 | -0.002 | -0.044 | 0.050 |
| 2014 | 0.041 | 0.019 | 0.007 | 0.013 |
| 2013 | 0.077 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.116 |
| 3 years | 0.113 |
| 5 years | 0.082 |
| 10 years | 0.069 |
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